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Elevation Wealth Partners’s Oneok OKE Stock Holding History

Elevation Wealth 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 		$26.2K Buy
301
+102
+51% +$8.98K 0.01% 498
2026
Q1 		$18K Sell
199
-82
-29% -$6.75K 0.01% 403
2025
Q4 		$20.7K Buy
281
+247
+726% +$17.5K 0.01% 365
2025
Q3 		$2.48K Buy
+34
New +$2.6K ﹤0.01% 609
2024
Q2 		– Sell
-403
Closed -$32.3K – 532
2024
Q1 		$32.3K Buy
403
+70
+21% +$5.11K 0.02% 260
2023
Q4 		$21.1K Buy
+333
New +$22.3K 0.01% 278

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Elevation Wealth Partners's OKE Position: Q2 2026 in Review

Elevation Wealth Partners increased its Oneok (OKE) stake by 51% in Q2 2026, buying an estimated $8.98K and bringing the position to 301 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #498.

Elevation Wealth Partners first reported a position in OKE in Q4 2023 and has held it in 6 quarters since. The position peaked at $32.3K in Q1 2024. 692 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Elevation Wealth Partners held 301 shares of Oneok worth $26.2K as of Q2 2026.
  • Elevation Wealth Partners bought 102 Oneok shares in Q2 2026, an estimated $8.98K.
  • Oneok made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #498 holding.
  • Elevation Wealth Partners first reported a position in Oneok in Q4 2023 and has held it in 6 quarters since.
  • Elevation Wealth Partners's Oneok position peaked at $32.3K in Q1 2024.
  • 692 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.