Vision Financial Markets’s Oneok OKE Stock Holding History

Vision Financial Markets’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	$226K	Buy	2,607 +1	+0%	+$88	0.2%	68
2026 Q1	$236K	Buy	2,606 +1	+0%	+$82	0.23%	58
2025 Q4	$191K	Buy	2,605 +2	+0.1%	+$142	0.2%	66
2025 Q3	$190K	Buy	2,603 +1	+0%	+$77	0.16%	75
2025 Q2	$212K	Buy	2,602 +2	+0.1%	+$167	0.2%	68
2025 Q1	$258K	Buy	2,600 +101	+4%	+$10K	0.28%	54
2024 Q4	$251K	Buy	+2,499	New	+$256K	0.27%	54

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

Vision Financial Markets's OKE Position: Q2 2026 in Review

Vision Financial Markets increased its Oneok (OKE) stake by 0.04% in Q2 2026, buying an estimated $88 and bringing the position to 2,607 shares worth $226K. The position accounts for 0.2% of the portfolio, ranked #68.

Vision Financial Markets first reported a position in OKE in Q4 2024 and has held it in 7 quarters since. The position peaked at $258K in Q1 2025. 803 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Vision Financial Markets held 2,607 shares of Oneok worth $226K as of Q2 2026.
Vision Financial Markets bought 1 Oneok share in Q2 2026, an estimated $88.
Oneok made up 0.2% of Vision Financial Markets's portfolio in Q2 2026, its #68 holding.
Vision Financial Markets first reported a position in Oneok in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's Oneok position peaked at $258K in Q1 2025.
803 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.