Oakland Financial Corp’s Oneok OKE Stock Holding History

Oakland Financial Corp’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	-9,001	Closed	-$814K	–	8
2026 Q1	$814K	Hold	9,001	–	–	12.84%	3
2025 Q4	$662K	Hold	9,001	–	–	10.96%	3
2025 Q3	$657K	Buy	9,001 +2,000	+29%	+$153K	11.2%	3
2025 Q2	$571K	Hold	7,001	–	–	10.75%	3
2025 Q1	$695K	Sell	7,001 -1,334	-16%	-$132K	10.27%	3
2024 Q4	$837K	Buy	+8,335	New	+$853K	9.58%	3

Other funds holding OKE

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Oakland Financial Corp's OKE Position: Q2 2026 in Review

Oakland Financial Corp sold out of Oneok (OKE) in Q2 2026, closing a stake of 9,001 shares — an estimated $814K sold.

Oakland Financial Corp first reported a position in OKE in Q4 2024 and held it in 6 quarters. The position peaked at $837K in Q4 2024. 960 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Oakland Financial Corp reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
Oakland Financial Corp sold 9,001 Oneok shares in Q2 2026, an estimated $814K.
Oakland Financial Corp first reported a position in Oneok in Q4 2024 and held it in 6 quarters.
Oakland Financial Corp's Oneok position peaked at $837K in Q4 2024.
960 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Oakland Financial Corp's 13F filing for Q2 2026, filed 3 Aug 2026.