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Sequoia Financial Advisors’s Oneok OKE Stock Holding History

Sequoia Financial Advisors’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 		$18.5M Buy
213,266
+793
+0.4% +$69.9K 0.09% 144
2026
Q1 		$19.2M Buy
212,473
+2,116
+1% +$174K 0.11% 130
2025
Q4 		$15.5M Sell
210,357
-3,989
-2% -$283K 0.09% 159
2025
Q3 		$15.6M Sell
214,346
-54
-0% -$4.13K 0.1% 152
2025
Q2 		$17.5M Buy
214,400
+2,439
+1% +$203K 0.12% 134
2025
Q1 		$21M Buy
211,961
+767
+0.4% +$76.1K 0.16% 118
2024
Q4 		$21.2M Buy
211,194
+7,013
+3% +$717K 0.2% 106
2024
Q3 		$18.6M Buy
204,181
+196,203
+2,459% +$17.1M 0.2% 100
2024
Q2 		$651K Buy
7,978
+537
+7% +$42.9K 0.01% 608
2024
Q1 		$597K Sell
7,441
-2,806
-27% -$205K 0.01% 625
2023
Q4 		$720K Buy
10,247
+4,777
+87% +$320K 0.01% 628
2023
Q3 		$347K Buy
5,470
+573
+12% +$37.4K 0.01% 633
2023
Q2 		$302K Buy
4,897
+847
+21% +$52.4K 0.01% 697
2023
Q1 		$257K Sell
4,050
-418
-9% -$27.8K 0.01% 678
2022
Q4 		$294K Buy
+4,468
New +$275K 0.01% 591
2022
Q2 		– Sell
-3,296
Closed -$233K – 658
2022
Q1 		$233K Buy
+3,296
New +$211K 0.01% 572
2017
Q4 		– Sell
-4,298
Closed -$238K – 315
2017
Q3 		$238K Buy
+4,298
New +$232K 0.03% 240
2014
Q3 		– Sell
-7,636
Closed -$520K – 176
2014
Q2 		$520K Sell
7,636
-4,136
-35% -$262K 0.4% 64
2014
Q1 		$697K Sell
11,772
-536
-4% -$31.4K 0.58% 43
2013
Q4 		$670K Buy
+12,308
New +$617K 0.55% 46

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 $59.9B AUM 27.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sequoia Financial Advisors's OKE Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Oneok (OKE) stake by 0.37% in Q2 2026, buying an estimated $69.9K and bringing the position to 213,266 shares worth $18.5M. The position accounts for 0.09% of the portfolio, ranked #144.

Sequoia Financial Advisors first reported a position in OKE in Q4 2013 and has held it in 20 quarters since. The position peaked at $21.2M in Q4 2024. 1,648 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Sequoia Financial Advisors held 213,266 shares of Oneok worth $18.5M as of Q2 2026.
  • Sequoia Financial Advisors bought 793 Oneok shares in Q2 2026, an estimated $69.9K.
  • Oneok made up 0.09% of Sequoia Financial Advisors's portfolio in Q2 2026, its #144 holding.
  • Sequoia Financial Advisors first reported a position in Oneok in Q4 2013 and has held it in 20 quarters since.
  • Sequoia Financial Advisors's Oneok position peaked at $21.2M in Q4 2024.
  • 1,648 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.