Sage Mountain Advisors’s Oneok OKE Stock Holding History

Sage Mountain Advisors’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	$470K	Sell	5,201 -2,715	-34%	-$224K	0.03%	139
2025 Q4	$582K	Buy	7,916 +2,356	+42%	+$167K	0.03%	247
2025 Q3	$406K	Sell	5,560 -1,514	-21%	-$116K	0.02%	316
2025 Q2	$577K	Sell	7,074 -179	-2%	-$14.9K	0.04%	221
2025 Q1	$720K	Sell	7,253 -2,223	-23%	-$221K	0.05%	167
2024 Q4	$951K	Buy	9,476 +490	+5%	+$50.1K	0.07%	125
2024 Q3	$819K	Buy	8,986 +402	+5%	+$35K	0.07%	133
2024 Q2	$700K	Buy	8,584 +391	+5%	+$31.2K	0.06%	133
2024 Q1	$657K	Sell	8,193 -329	-4%	-$24K	0.07%	126
2023 Q4	$598K	Buy	8,522 +59	+0.7%	+$3.95K	0.07%	117
2023 Q3	$537K	Buy	+8,463	New	+$553K	0.07%	111
2022 Q1	–	Sell	-3,956	Closed	-$232K	–	677
2021 Q4	$232K	Hold	3,956	–	–	0.03%	492
2021 Q3	$229K	Buy	3,956 +71	+2%	+$3.82K	0.03%	412
2021 Q2	$216K	Buy	+3,885	New	+$207K	0.04%	378

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

Sage Mountain Advisors's OKE Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Oneok (OKE) stake by 34% in Q1 2026, selling an estimated $224K and leaving 5,201 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #139.

Sage Mountain Advisors first reported a position in OKE in Q2 2021 and has held it in 14 quarters since. The position peaked at $951K in Q4 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Sage Mountain Advisors held 5,201 shares of Oneok worth $470K as of Q1 2026.
Sage Mountain Advisors sold 2,715 Oneok shares in Q1 2026, an estimated $224K.
Oneok made up 0.03% of Sage Mountain Advisors's portfolio in Q1 2026, its #139 holding.
Sage Mountain Advisors first reported a position in Oneok in Q2 2021 and has held it in 14 quarters since.
Sage Mountain Advisors's Oneok position peaked at $951K in Q4 2024.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.