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Sunrise Financial Services’s Oneok OKE Stock Holding History

Sunrise Financial Services’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 		$1.04K Hold
12
– – ﹤0.01% 483
2026
Q1 		$1.08K Hold
12
– – ﹤0.01% 490
2025
Q4 		$882 Buy
+12
New +$850 ﹤0.01% 472

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

Sunrise Financial Services's OKE Position: Q2 2026 in Review

Sunrise Financial Services held its Oneok (OKE) position steady in Q2 2026 at 12 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Sunrise Financial Services first reported a position in OKE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08K in Q1 2026. 1,653 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Sunrise Financial Services held 12 shares of Oneok worth $1.04K as of Q2 2026.
  • Sunrise Financial Services left its Oneok share count unchanged in Q2 2026.
  • Oneok made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #483 holding.
  • Sunrise Financial Services first reported a position in Oneok in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Oneok position peaked at $1.08K in Q1 2026.
  • 1,653 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

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