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Summit Financial’s Oneok OKE Stock Holding History

Summit Financial’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 		$3M Buy
34,517
+1,921
+6% +$169K 0.03% 497
2026
Q1 		$2.95M Buy
32,596
+1,998
+7% +$165K 0.04% 463
2025
Q4 		$2.25M Buy
30,598
+149
+0.5% +$10.6K 0.03% 464
2025
Q3 		$2.22M Sell
30,449
-746
-2% -$57.1K 0.03% 459
2025
Q2 		$2.55M Buy
31,195
+91
+0.3% +$7.59K 0.06% 258
2025
Q1 		$3.09M Buy
31,104
+266
+0.9% +$26.4K 0.09% 200
2024
Q4 		$3.1M Buy
30,838
+26,104
+551% +$2.67M 0.11% 156
2024
Q3 		$431K Buy
4,734
+195
+4% +$17K 0.02% 396
2024
Q2 		$370K Buy
+4,539
New +$363K 0.02% 376

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

Summit Financial's OKE Position: Q2 2026 in Review

Summit Financial increased its Oneok (OKE) stake by 5.9% in Q2 2026, buying an estimated $169K and bringing the position to 34,517 shares worth $3M. The position accounts for 0.03% of the portfolio, ranked #497.

Summit Financial first reported a position in OKE in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.1M in Q4 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Summit Financial held 34,517 shares of Oneok worth $3M as of Q2 2026.
  • Summit Financial bought 1,921 Oneok shares in Q2 2026, an estimated $169K.
  • Oneok made up 0.03% of Summit Financial's portfolio in Q2 2026, its #497 holding.
  • Summit Financial first reported a position in Oneok in Q2 2024 and has held it in 9 quarters since.
  • Summit Financial's Oneok position peaked at $3.1M in Q4 2024.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.