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Summit Securities Group’s Oneok OKE Stock Holding History

Summit Securities 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
2022
Q2 		– Sell
-2,100
Closed -$148K – 1160
2022
Q1 		$148K Sell
2,100
-33,900
-94% -$2.17M 0.02% 430
2021
Q4 		$2.12M Buy
+36,000
New +$2.23M 0.1% 156

Other funds holding OKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Summit Securities Group's OKE Position: Q1 2026 in Review

Summit Securities Group increased its Oneok (OKE) stake by 61% in Q1 2026, buying an estimated $46.8K and bringing the position to 1,503 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #252.

Summit Securities Group first reported a position in OKE in Q1 2014 and has held it in 20 quarters since. The position peaked at $6.14M in Q4 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Summit Securities Group held 1,503 shares of Oneok worth $136K as of Q1 2026.
  • Summit Securities Group bought 569 Oneok shares in Q1 2026, an estimated $46.8K.
  • Oneok made up 0.02% of Summit Securities Group's portfolio in Q1 2026, its #252 holding.
  • Summit Securities Group first reported a position in Oneok in Q1 2014 and has held it in 20 quarters since.
  • Summit Securities Group's Oneok position peaked at $6.14M in Q4 2024.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.