Cascade Financial Partners’s Oneok OKE Stock Holding History

Cascade Financial Partners’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 Q1	$216K	Sell	2,391 -2,156	-47%	-$178K	0.02%	246
2025 Q4	$334K	Buy	4,547 +800	+21%	+$56.7K	0.03%	193
2025 Q3	$273K	Hold	3,747	–	–	0.03%	212
2025 Q2	$306K	Hold	3,747	–	–	0.04%	202
2025 Q1	$372K	Sell	3,747 -90	-2%	-$8.93K	0.05%	179
2024 Q4	$385K	Buy	3,837 +90	+2%	+$9.21K	0.05%	167
2024 Q3	$365K	Hold	3,747	–	–	0.05%	172
2024 Q2	$306K	Hold	3,747	–	–	0.04%	176
2024 Q1	$295K	Buy	+3,747	New	+$274K	0.04%	181

Other funds holding OKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Cascade Financial Partners's OKE Position: Q1 2026 in Review

Cascade Financial Partners reduced its Oneok (OKE) stake by 47% in Q1 2026, selling an estimated $178K and leaving 2,391 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #246.

Cascade Financial Partners first reported a position in OKE in Q1 2024 and has held it in 9 quarters since. The position peaked at $385K in Q4 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Cascade Financial Partners held 2,391 shares of Oneok worth $216K as of Q1 2026.
Cascade Financial Partners sold 2,156 Oneok shares in Q1 2026, an estimated $178K.
Oneok made up 0.02% of Cascade Financial Partners's portfolio in Q1 2026, its #246 holding.
Cascade Financial Partners first reported a position in Oneok in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Oneok position peaked at $385K in Q4 2024.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.