Optima Capital’s Oneok OKE Stock Holding History

Optima Capital’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	$360K	Buy	4,139 +231	+6%	+$20.3K	0.14%	118
2026 Q1	$353K	Sell	3,908 -391	-9%	-$32.2K	0.16%	111
2025 Q4	$316K	Buy	+4,299	New	+$305K	0.14%	119
2025 Q3	–	Sell	-3,010	Closed	-$246K	–	165
2025 Q2	$246K	Buy	3,010 +4	+0.1%	+$333	0.13%	140
2025 Q1	$298K	Buy	3,006 +3	+0.1%	+$298	0.19%	106
2024 Q4	$302K	Buy	+3,003	New	+$307K	0.21%	118

Other funds holding OKE

CCM

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Optima Capital's OKE Position: Q2 2026 in Review

Optima Capital increased its Oneok (OKE) stake by 5.9% in Q2 2026, buying an estimated $20.3K and bringing the position to 4,139 shares worth $360K. The position accounts for 0.14% of the portfolio, ranked #118.

Optima Capital first reported a position in OKE in Q4 2024 and has held it in 6 quarters since. 512 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Optima Capital held 4,139 shares of Oneok worth $360K as of Q2 2026.
Optima Capital bought 231 Oneok shares in Q2 2026, an estimated $20.3K.
Oneok made up 0.14% of Optima Capital's portfolio in Q2 2026, its #118 holding.
Optima Capital first reported a position in Oneok in Q4 2024 and has held it in 6 quarters since.
512 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.