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Turning Point Benefit Group’s Oneok OKE Stock Holding History

Turning Point Benefit 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
2026
Q1 		$308K Sell
3,485
-15
-0.4% -$1.24K 0.2% 75
2025
Q4 		$257K Buy
3,500
+962
+38% +$68.2K 0.13% 78
2025
Q3 		$185K Buy
+2,538
New +$194K 0.11% 86

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

Turning Point Benefit Group's OKE Position: Q1 2026 in Review

Turning Point Benefit Group reduced its Oneok (OKE) stake by 0.43% in Q1 2026, selling an estimated $1.24K and leaving 3,485 shares worth $308K. The position accounts for 0.2% of the portfolio, ranked #75.

Turning Point Benefit Group first reported a position in OKE in Q3 2025 and has held it in 3 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Turning Point Benefit Group held 3,485 shares of Oneok worth $308K as of Q1 2026.
  • Turning Point Benefit Group sold 15 Oneok shares in Q1 2026, an estimated $1.24K.
  • Oneok made up 0.2% of Turning Point Benefit Group's portfolio in Q1 2026, its #75 holding.
  • Turning Point Benefit Group first reported a position in Oneok in Q3 2025 and has held it in 3 quarters since.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.