SageGuard Financial Group’s Oneok OKE Stock Holding History

SageGuard Financial Group’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	$2.29M	Sell	26,288 -2,463	-9%	-$217K	0.32%	80
2026 Q1	$2.6M	Sell	28,751 -3,301	-10%	-$272K	0.4%	66
2025 Q4	$2.36M	Buy	+32,052	New	+$2.27M	0.37%	53
2021 Q3	–	Sell	-33,267	Closed	-$1.85M	–	95
2021 Q2	$1.85M	Buy	33,267 +573	+2%	+$30.5K	0.84%	28
2021 Q1	$1.66M	Sell	32,694 -411	-1%	-$18.7K	0.77%	36
2020 Q4	$1.27M	Buy	+33,105	New	+$1.11M	0.61%	45

Other funds holding OKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SageGuard Financial Group's OKE Position: Q2 2026 in Review

SageGuard Financial Group reduced its Oneok (OKE) stake by 8.6% in Q2 2026, selling an estimated $217K and leaving 26,288 shares worth $2.29M. The position accounts for 0.32% of the portfolio, ranked #80.

SageGuard Financial Group first reported a position in OKE in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.6M in Q1 2026. 1,022 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

SageGuard Financial Group held 26,288 shares of Oneok worth $2.29M as of Q2 2026.
SageGuard Financial Group sold 2,463 Oneok shares in Q2 2026, an estimated $217K.
Oneok made up 0.32% of SageGuard Financial Group's portfolio in Q2 2026, its #80 holding.
SageGuard Financial Group first reported a position in Oneok in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's Oneok position peaked at $2.6M in Q1 2026.
1,022 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.