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Sagespring Wealth Partners’s Oneok OKE Stock Holding History

Sagespring Wealth 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
Q1 		$660K Buy
7,299
+707
+11% +$58.2K 0.01% 430
2025
Q4 		$485K Buy
6,592
+1,874
+40% +$133K 0.01% 485
2025
Q3 		$344K Sell
4,718
-1,378
-23% -$106K 0.01% 560
2025
Q2 		$498K Sell
6,096
-1,026
-14% -$85.5K 0.01% 443
2025
Q1 		$707K Buy
7,122
+2,054
+41% +$204K 0.02% 316
2024
Q4 		$509K Buy
+5,068
New +$518K 0.01% 347

Other funds holding OKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Sagespring Wealth Partners's OKE Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Oneok (OKE) stake by 11% in Q1 2026, buying an estimated $58.2K and bringing the position to 7,299 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #430.

Sagespring Wealth Partners first reported a position in OKE in Q4 2024 and has held it in 6 quarters since. The position peaked at $707K in Q1 2025. 1,681 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Sagespring Wealth Partners held 7,299 shares of Oneok worth $660K as of Q1 2026.
  • Sagespring Wealth Partners bought 707 Oneok shares in Q1 2026, an estimated $58.2K.
  • Oneok made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #430 holding.
  • Sagespring Wealth Partners first reported a position in Oneok in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Oneok position peaked at $707K in Q1 2025.
  • 1,681 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.