Root Financial Partners
OKE icon

Root Financial Partners’s Oneok OKE Stock Holding History

Root 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
Q3 		$90.2K Buy
+1,058
New +$97.4K ﹤0.01% 785
2026
Q2 		– Sell
-841
Closed -$76K – 2285
2026
Q1 		$76K Buy
841
+494
+142% +$40.7K ﹤0.01% 689
2025
Q4 		$25.5K Buy
347
+46
+15% +$3.26K ﹤0.01% 1052
2025
Q3 		$21.9K Buy
+301
New +$23.1K ﹤0.01% 1069

Other funds holding OKE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's OKE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Oneok (OKE) in Q3 2026: 1,058 shares worth $90.2K. The stake represents ﹤0.01% of the portfolio and ranks #785 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OKE as recently as Q1 2026.

Root Financial Partners first reported a position in OKE in Q3 2025 and has held it in 4 quarters since. 1,352 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

  • Root Financial Partners held 1,058 shares of Oneok worth $90.2K as of Q3 2026.
  • Oneok was a new Root Financial Partners position in Q3 2026.
  • Oneok made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #785 holding.
  • Root Financial Partners first reported a position in Oneok in Q3 2025 and has held it in 4 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.