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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
Q2 		$739K Buy
8,495
+1,196
+16% +$105K 0.01% 428
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 $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

Sagespring Wealth Partners's OKE Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Oneok (OKE) stake by 16% in Q2 2026, buying an estimated $105K and bringing the position to 8,495 shares worth $739K. The position accounts for 0.01% of the portfolio, ranked #428.

Sagespring Wealth Partners first reported a position in OKE in Q4 2024 and has held it in 7 quarters since. 1,658 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Sagespring Wealth Partners held 8,495 shares of Oneok worth $739K as of Q2 2026.
  • Sagespring Wealth Partners bought 1,196 Oneok shares in Q2 2026, an estimated $105K.
  • Oneok made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #428 holding.
  • Sagespring Wealth Partners first reported a position in Oneok in Q4 2024 and has held it in 7 quarters since.
  • 1,658 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.