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Summit Wealth Group (Colorado)’s Oneok OKE Stock Holding History

Summit Wealth Group (Colorado)’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 		$201K Sell
2,316
-278
-11% -$24.5K 0.02% 390
2026
Q1 		$235K Buy
+2,594
New +$214K 0.02% 300
2025
Q4 		– Sell
-3,287
Closed -$209K – 506
2025
Q3 		$209K Buy
+3,287
New +$252K 0.02% 457

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 Wealth Group (Colorado)'s OKE Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Oneok (OKE) stake by 11% in Q2 2026, selling an estimated $24.5K and leaving 2,316 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #390.

Summit Wealth Group (Colorado) first reported a position in OKE in Q3 2025 and has held it in 3 quarters since. The position peaked at $235K in Q1 2026. 1,660 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,316 shares of Oneok worth $201K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 278 Oneok shares in Q2 2026, an estimated $24.5K.
  • Oneok made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #390 holding.
  • Summit Wealth Group (Colorado) first reported a position in Oneok in Q3 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Oneok position peaked at $235K in Q1 2026.
  • 1,660 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.