In a delayed regulatory filing from August 14, 2026, major investment firm SIR Capital Management disclosed a significant reduction in its stake in energy infrastructure company ONEOK (OKE). The report, covering the period ending June 30, 2026, revealed that the fund sold off over 91% of its position, reducing its holding from 433.19K shares to just 37.61K shares.
This mandatory quarterly disclosure reflects trades made during the second quarter of 2026. During that period, ONEOK delivered strong financial results, reporting a 13% increase in second-quarter net income and raising its full-year financial guidance. The company's stock later reached a 52-week high in August, partly driven by a deal to supply gas to a power plant for AI data centers. SIR Capital has not publicly commented on its reasons for the substantial sale.