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Synergy Investment Management’s Oneok OKE Stock Holding History

Synergy Investment 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 		$109K Buy
1,254
+107
+9% +$9.43K 0.03% 243
2026
Q1 		$104K Buy
+1,147
New +$94.4K 0.03% 195
2025
Q2 		– Sell
-73
Closed -$7.28K – 415
2025
Q1 		$7.28K Sell
73
-1
-1% -$99 ﹤0.01% 411
2024
Q4 		$7.36K Buy
+74
New +$7.57K ﹤0.01% 418

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Synergy Investment Management's OKE Position: Q2 2026 in Review

Synergy Investment Management increased its Oneok (OKE) stake by 9.3% in Q2 2026, buying an estimated $9.43K and bringing the position to 1,254 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #243.

Synergy Investment Management first reported a position in OKE in Q4 2024 and has held it in 4 quarters since. 1,659 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Synergy Investment Management held 1,254 shares of Oneok worth $109K as of Q2 2026.
  • Synergy Investment Management bought 107 Oneok shares in Q2 2026, an estimated $9.43K.
  • Oneok made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #243 holding.
  • Synergy Investment Management first reported a position in Oneok in Q4 2024 and has held it in 4 quarters since.
  • 1,659 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.