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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
Q2 		$452K Hold
5,201
– – 0.03% 147
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sage Mountain Advisors's OKE Position: Q2 2026 in Review

Sage Mountain Advisors held its Oneok (OKE) position steady in Q2 2026 at 5,201 shares worth $452K. The position accounts for 0.03% of the portfolio, ranked #147.

Sage Mountain Advisors first reported a position in OKE in Q2 2021 and has held it in 15 quarters since. The position peaked at $951K in Q4 2024. 1,658 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Sage Mountain Advisors held 5,201 shares of Oneok worth $452K as of Q2 2026.
  • Sage Mountain Advisors left its Oneok share count unchanged in Q2 2026.
  • Oneok made up 0.03% of Sage Mountain Advisors's portfolio in Q2 2026, its #147 holding.
  • Sage Mountain Advisors first reported a position in Oneok in Q2 2021 and has held it in 15 quarters since.
  • Sage Mountain Advisors's Oneok position peaked at $951K in Q4 2024.
  • 1,658 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.