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Norris Financial Group’s Oneok OKE Stock Holding History

Norris Financial Group’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-29,487
Closed -$2.67M – 98
2026
Q1 		$2.67M Buy
29,487
+2,728
+10% +$225K 0.87% 37
2025
Q4 		$1.97M Buy
26,759
+20,559
+332% +$1.46M 0.67% 47
2025
Q3 		$452K Buy
+6,200
New +$475K 0.17% 65
2025
Q2 		– Sell
-3,000
Closed -$298K – 92
2025
Q1 		$298K Sell
3,000
-1,062
-26% -$105K 0.14% 72
2024
Q4 		$408K Buy
4,062
+1,000
+33% +$102K 0.19% 60
2024
Q3 		$279K Hold
3,062
– – 0.14% 65
2024
Q2 		$250K Hold
3,062
– – 0.13% 70
2024
Q1 		$245K Hold
3,062
– – 0.13% 65
2023
Q4 		$215K Buy
+3,062
New +$205K 0.13% 62

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norris Financial Group's OKE Position: Q2 2026 in Review

Norris Financial Group sold out of Oneok (OKE) in Q2 2026, closing a stake of 29,487 shares — an estimated $2.67M sold.

Norris Financial Group first reported a position in OKE in Q4 2023 and held it in 9 quarters. The position peaked at $2.67M in Q1 2026. 1,653 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Norris Financial Group reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
  • Norris Financial Group sold 29,487 Oneok shares in Q2 2026, an estimated $2.67M.
  • Norris Financial Group first reported a position in Oneok in Q4 2023 and held it in 9 quarters.
  • Norris Financial Group's Oneok position peaked at $2.67M in Q1 2026.
  • 1,653 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.