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Southern Financial Group’s Oneok OKE Stock Holding History

Southern 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 		$220K Sell
2,526
-395
-14% -$34.8K 0.06% 85
2026
Q1 		$264K Buy
2,921
+100
+4% +$8.23K 0.07% 68
2025
Q4 		$207K Buy
+2,821
New +$200K 0.06% 79

Other funds holding OKE

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Aberdeen Group
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
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
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Southern Financial Group reduced its Oneok (OKE) stake by 14% in Q2 2026, selling an estimated $34.8K and leaving 2,526 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #85.

Southern Financial Group first reported a position in OKE in Q4 2025 and has held it in 3 quarters since. The position peaked at $264K in Q1 2026. 905 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Southern Financial Group held 2,526 shares of Oneok worth $220K as of Q2 2026.
  • Southern Financial Group sold 395 Oneok shares in Q2 2026, an estimated $34.8K.
  • Oneok made up 0.06% of Southern Financial Group's portfolio in Q2 2026, its #85 holding.
  • Southern Financial Group first reported a position in Oneok in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Oneok position peaked at $264K in Q1 2026.
  • 905 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.