SageOak Financial’s Oneok OKE Stock Holding History

SageOak Financial’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	$1.22M	Buy	14,010 +3,542	+34%	+$312K	0.79%	15
2026 Q1	$946K	Sell	10,468 -416	-4%	-$34.3K	0.66%	17
2025 Q4	$800K	Buy	10,884 +3	+0%	+$213	0.58%	19
2025 Q3	$794K	Buy	10,881 +3	+0%	+$230	0.58%	19
2025 Q2	$888K	Sell	10,878 -301	-3%	-$25.1K	0.71%	15
2025 Q1	$1.11M	Sell	11,179 -4,318	-28%	-$429K	0.98%	13
2024 Q4	$1.56M	Buy	+15,497	New	+$1.59M	1.42%	12

Other funds holding OKE

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SageOak Financial's OKE Position: Q2 2026 in Review

SageOak Financial increased its Oneok (OKE) stake by 34% in Q2 2026, buying an estimated $312K and bringing the position to 14,010 shares worth $1.22M. The position accounts for 0.79% of the portfolio, ranked #15.

SageOak Financial first reported a position in OKE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q4 2024. 508 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

SageOak Financial held 14,010 shares of Oneok worth $1.22M as of Q2 2026.
SageOak Financial bought 3,542 Oneok shares in Q2 2026, an estimated $312K.
Oneok made up 0.79% of SageOak Financial's portfolio in Q2 2026, its #15 holding.
SageOak Financial first reported a position in Oneok in Q4 2024 and has held it in 7 quarters since.
SageOak Financial's Oneok position peaked at $1.56M in Q4 2024.
508 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.