Summit Financial Wealth Advisors’s Oneok OKE Stock Holding History

Summit Financial Wealth Advisors’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	$2.41M	Buy	27,696 +1,184	+4%	+$104K	0.31%	51
2026 Q1	$2.4M	Buy	26,512 +233	+0.9%	+$19.2K	0.34%	49
2025 Q4	$1.93M	Sell	26,279 -70,261	-73%	-$4.98M	0.28%	55
2025 Q3	$7.05M	Buy	96,540 +4,489	+5%	+$344K	1.09%	25
2025 Q2	$7.51M	Buy	92,051 +88,298	+2,353%	+$7.36M	1.35%	23
2025 Q1	$372K	Sell	3,753 -4,117	-52%	-$409K	0.07%	106
2024 Q4	$768K	Buy	7,870 +2,129	+37%	+$218K	0.15%	72
2024 Q3	$523K	Buy	5,741 +3	+0.1%	+$261	0.1%	85
2024 Q2	$468K	Buy	5,738 +1,336	+30%	+$107K	0.09%	82
2024 Q1	$353K	Buy	4,402 +3	+0.1%	+$219	0.07%	95
2023 Q4	$309K	Buy	4,399 +7	+0.2%	+$469	0.07%	98
2023 Q3	$284K	Buy	4,392 +667	+18%	+$43.5K	0.07%	100
2023 Q2	$230K	Buy	+3,725	New	+$230K	0.05%	112
2020 Q1	–	Sell	-79,835	Closed	-$5.91M	–	134
2019 Q4	$5.91M	Sell	79,835 -6,650	-8%	-$475K	1.44%	20
2019 Q3	$6.01M	Buy	86,485 +3,938	+5%	+$279K	1.48%	16
2019 Q2	$5.68M	Buy	82,547 +14,929	+22%	+$1.01M	1.39%	17
2019 Q1	$4.69M	Buy	67,618 +11,687	+21%	+$757K	1.24%	26
2018 Q4	$3.02M	Buy	55,931 +47,963	+602%	+$2.98M	0.98%	30
2018 Q3	$516K	Hold	7,968	–	–	0.15%	83
2018 Q2	$454K	Hold	7,968	–	–	0.15%	86
2018 Q1	$454K	Sell	7,968 -74	-0.9%	-$4.25K	0.15%	86
2017 Q4	$430K	Buy	8,042 +1,274	+19%	+$68K	0.15%	91
2017 Q3	$375K	Sell	6,768 -1	-0%	-$54	0.14%	98
2017 Q2	$353K	Buy	+6,769	New	+$350K	0.14%	105
2015 Q4	–	Sell	-2,000	Closed	-$64K	–	190
2015 Q3	$64K	Hold	2,000	–	–	0.04%	112
2015 Q2	$78K	Hold	2,000	–	–	0.05%	117
2015 Q1	$89K	Hold	2,000	–	–	0.06%	95
2014 Q4	$100K	Buy	+2,000	New	+$110K	0.07%	88

Other funds holding OKE

CCM

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

COPPSERS

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Summit Financial Wealth Advisors's OKE Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Oneok (OKE) stake by 4.5% in Q2 2026, buying an estimated $104K and bringing the position to 27,696 shares worth $2.41M. The position accounts for 0.31% of the portfolio, ranked #51.

Summit Financial Wealth Advisors first reported a position in OKE in Q4 2014 and has held it in 28 quarters since. The position peaked at $7.51M in Q2 2025. 270 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Summit Financial Wealth Advisors held 27,696 shares of Oneok worth $2.41M as of Q2 2026.
Summit Financial Wealth Advisors bought 1,184 Oneok shares in Q2 2026, an estimated $104K.
Oneok made up 0.31% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Summit Financial Wealth Advisors first reported a position in Oneok in Q4 2014 and has held it in 28 quarters since.
Summit Financial Wealth Advisors's Oneok position peaked at $7.51M in Q2 2025.
270 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.