BRIGHT ROCK CAPITAL MANAGEMENT, LLC OKE — ONEOK INC

Ownership history in BRIGHT ROCK CAPITAL MANAGEMENT, LLC  ·  46 quarters on record

AI Ownership Summary

BRIGHT ROCK CAPITAL MANAGEMENT, LLC reported ONEOK INC (OKE) in 46 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.03% in 2024 Q2. The latest visible filing shows OKE at 0.61% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OKE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRIGHT ROCK CAPITAL MANAGEMENT, LLC's position in ONEOK INC, 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 Q2

OKE was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

OKE stock page BRIGHT ROCK CAPITAL MANAGEMENT, LLC fund profile BRIGHT ROCK CAPITAL MANAGEMENT, LLC full holdings
How BRIGHT ROCK CAPITAL MANAGEMENT, LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 34,850 — 0% 0.61% $3.0M 2026-07-08 $91.16
2026 Q1 UNCHANGED — — — 34,850 — 0% 0.62% $3.2M 2026-04-16 $84.20
2025 Q4 UNCHANGED — — — 34,850 — 0% 0.50% $2.6M 2026-01-15 $71.50
2025 Q3 UNCHANGED — — — 34,850 — 0% 0.50% $2.5M 2025-11-04 $62.69
2025 Q2 UNCHANGED — — — 34,850 — 0% 0.58% $2.8M 2025-07-10 $76.68
2025 Q1 UNCHANGED — — — 34,850 — 0% 0.73% $3.5M 2025-04-16 $79.37
2024 Q4 UNCHANGED — — — 34,850 — 0% 0.75% $3.5M 2025-01-14 $98.20
2024 Q3 REDUCED 41.8% +11.7% ❌ 34,850 -25,000 -41.8% 0.64% $3.2M 2024-10-03 $86.81
2024 Q2 UNCHANGED — — — 59,850 — 0% 1.03% $4.9M 2024-07-23 $75.38
2024 Q1 UNCHANGED — — — 59,850 — 0% 0.99% $4.8M 2024-04-11 $70.99
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OKE

As of 2026 Q2 — sorted by position size

Sprinkle Financial Consultants LLC 5.82% EVERPAR ADVISORS LLC 1.52% Palouse Capital Management, Inc. 3Y 7Y 1.5% Teamwork Financial Advisors, LLC 3Y 1.0% Miller Global Investments, LLC 0.86% Silverberg Bernstein Capital Management LLC 0.85% Castle Rock Wealth Management, LLC 3Y 7Y 0.63% C2C Wealth Management, LLC 3Y 0.53% Addis & Hill, Inc 0.36% CULTIVAR CAPITAL, INC. 0.32%

FAQ About BRIGHT ROCK CAPITAL MANAGEMENT, LLC and OKE

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

How long has BRIGHT ROCK CAPITAL MANAGEMENT, LLC reported owning OKE?

BRIGHT ROCK CAPITAL MANAGEMENT, LLC reported OKE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported OKE position in BRIGHT ROCK CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for OKE was 1.03% in 2024 Q2.

What is the latest reported OKE position on this page?

The most recent filing on this page is 2026 Q2, when BRIGHT ROCK CAPITAL MANAGEMENT, LLC reported 34,850 shares, equal to 0.61% of portfolio, with an estimated market value of $3.0M.

What does the chart on this OKE ownership page compare?

The chart compares BRIGHT ROCK CAPITAL MANAGEMENT, LLC'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.

How well did BRIGHT ROCK CAPITAL MANAGEMENT, LLC time their OKE position?

Based on 13F filing dates vs. subsequent OKE price moves, BRIGHT ROCK CAPITAL MANAGEMENT, LLC correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on OKE relative to SPY over the holding period was +28.1%.

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