Sunbeam Capital Management’s Oneok OKE Stock Holding History

Sunbeam Capital Management’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	$266K	Buy	3,055 +85	+3%	+$7.49K	0.12%	107
2026 Q1	$268K	Buy	2,970 +22	+0.7%	+$1.81K	0.15%	90
2025 Q4	$217K	Buy	2,948 +7	+0.2%	+$496	0.13%	100
2025 Q3	$215K	Hold	2,941	–	–	0.13%	95
2025 Q2	$240K	Sell	2,941 -324	-10%	-$27K	0.18%	83
2025 Q1	$324K	Sell	3,265 -9	-0.3%	-$893	0.31%	56
2024 Q4	$329K	Buy	+3,274	New	+$335K	0.31%	55

Other funds holding OKE

CCM

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

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

COPPSERS

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Sunbeam Capital Management's OKE Position: Q2 2026 in Review

Sunbeam Capital Management increased its Oneok (OKE) stake by 2.9% in Q2 2026, buying an estimated $7.49K and bringing the position to 3,055 shares worth $266K. The position accounts for 0.12% of the portfolio, ranked #107.

Sunbeam Capital Management first reported a position in OKE in Q4 2024 and has held it in 7 quarters since. The position peaked at $329K in Q4 2024. 739 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Sunbeam Capital Management held 3,055 shares of Oneok worth $266K as of Q2 2026.
Sunbeam Capital Management bought 85 Oneok shares in Q2 2026, an estimated $7.49K.
Oneok made up 0.12% of Sunbeam Capital Management's portfolio in Q2 2026, its #107 holding.
Sunbeam Capital Management first reported a position in Oneok in Q4 2024 and has held it in 7 quarters since.
Sunbeam Capital Management's Oneok position peaked at $329K in Q4 2024.
739 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.