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 Q2	$209K	Buy	2,401 +10	+0.4%	+$881	0.02%	269
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cascade Financial Partners's OKE Position: Q2 2026 in Review

Cascade Financial Partners increased its Oneok (OKE) stake by 0.42% in Q2 2026, buying an estimated $881 and bringing the position to 2,401 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #269.

Cascade Financial Partners first reported a position in OKE in Q1 2024 and has held it in 10 quarters since. The position peaked at $385K in Q4 2024. 1,660 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Cascade Financial Partners held 2,401 shares of Oneok worth $209K as of Q2 2026.
Cascade Financial Partners bought 10 Oneok shares in Q2 2026, an estimated $881.
Oneok made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #269 holding.
Cascade Financial Partners first reported a position in Oneok in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Oneok position peaked at $385K in Q4 2024.
1,660 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.