Applied Capital LLC/FL OKE — ONEOK INC NEW

Ownership history in Applied Capital LLC/FL  ·  3 quarters on record

AI Ownership Summary

Applied Capital LLC/FL reported ONEOK INC NEW (OKE) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.37% in 2026 Q1. The latest visible filing shows OKE at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OKE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Applied Capital LLC/FL's position in ONEOK INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

OKE was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Applied Capital LLC/FL held OKE — position size vs. price
% of Fund (quarterly)    OKE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 10,719 +966 +9.9% 0.36% $914K 2026-10-07 $88.05
2026 Q2 ADDED — — — 9,753 +1,114 +12.9% 0.34% $848K 2026-07-15 $89.96
2026 Q1 INITIATED — — — 8,639 — — 0.37% $781K 2026-05-07 $84.86

FAQ About Applied Capital LLC/FL and OKE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Applied Capital LLC/FL reported owning OKE?

Applied Capital LLC/FL reported OKE across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported OKE position in Applied Capital LLC/FL's portfolio?

The largest reported portfolio weight for OKE was 0.37% in 2026 Q1.

What is the latest reported OKE position on this page?

The most recent filing on this page is 2026 Q3, when Applied Capital LLC/FL reported 10,719 shares, equal to 0.36% of portfolio, with an estimated market value of $914K.

What does the chart on this OKE ownership page compare?

The chart compares Applied Capital LLC/FL's quarterly OKE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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