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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
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

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Root Financial Partners sold out of Oneok (OKE) in Q2 2026, closing a stake of 841 shares — an estimated $76K sold.

Root Financial Partners first reported a position in OKE in Q3 2025 and held it in 3 quarters. The position peaked at $76K in Q1 2026. 659 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Root Financial Partners reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 841 Oneok shares in Q2 2026, an estimated $76K.
  • Root Financial Partners first reported a position in Oneok in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Oneok position peaked at $76K in Q1 2026.
  • 659 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.