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Sargent Investment Group’s Oneok OKE Stock Holding History

Sargent Investment 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
Q1 		$549K Buy
6,070
+362
+6% +$29.8K 0.07% 156
2025
Q4 		$420K Buy
+5,708
New +$404K 0.05% 173
2025
Q3 		– Sell
-6,216
Closed -$468K – 195
2025
Q2 		$468K Buy
+6,216
New +$518K 0.06% 160

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

Sargent Investment Group's OKE Position: Q1 2026 in Review

Sargent Investment Group increased its Oneok (OKE) stake by 6.3% in Q1 2026, buying an estimated $29.8K and bringing the position to 6,070 shares worth $549K. The position accounts for 0.07% of the portfolio, ranked #156.

Sargent Investment Group first reported a position in OKE in Q2 2025 and has held it in 3 quarters since. 1,681 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Sargent Investment Group held 6,070 shares of Oneok worth $549K as of Q1 2026.
  • Sargent Investment Group bought 362 Oneok shares in Q1 2026, an estimated $29.8K.
  • Oneok made up 0.07% of Sargent Investment Group's portfolio in Q1 2026, its #156 holding.
  • Sargent Investment Group first reported a position in Oneok in Q2 2025 and has held it in 3 quarters since.
  • 1,681 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.