Turtle Creek Wealth Advisors’s Oneok OKE Stock Holding History

Turtle Creek Wealth Advisors’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	$2.04M	Buy	23,520 +915	+4%	+$80.6K	0.11%	111
2026 Q1	$2.04M	Sell	22,605 -231	-1%	-$19K	0.15%	96
2025 Q4	$1.68M	Buy	22,836 +6,258	+38%	+$443K	0.13%	112
2025 Q3	$1.21M	Sell	16,578 -1,500	-8%	-$115K	0.11%	119
2025 Q2	$1.48M	Buy	18,078 +4,953	+38%	+$413K	0.17%	100
2025 Q1	$1.3M	Buy	+13,125	New	+$1.3M	0.19%	86
2024 Q1	–	Sell	-1,011	Closed	-$71K	–	617
2023 Q4	$71K	Buy	+1,011	New	+$67.8K	0.02%	236

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Turtle Creek Wealth Advisors's OKE Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Oneok (OKE) stake by 4% in Q2 2026, buying an estimated $80.6K and bringing the position to 23,520 shares worth $2.04M. The position accounts for 0.11% of the portfolio, ranked #111.

Turtle Creek Wealth Advisors first reported a position in OKE in Q4 2023 and has held it in 7 quarters since. 816 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Turtle Creek Wealth Advisors held 23,520 shares of Oneok worth $2.04M as of Q2 2026.
Turtle Creek Wealth Advisors bought 915 Oneok shares in Q2 2026, an estimated $80.6K.
Oneok made up 0.11% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Turtle Creek Wealth Advisors first reported a position in Oneok in Q4 2023 and has held it in 7 quarters since.
816 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.