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Sovereign Financial Group’s Oneok OKE Stock Holding History

Sovereign Financial 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
Q2 		$242K Sell
2,783
-15
-0.5% -$1.32K 0.04% 331
2026
Q1 		$253K Sell
2,798
-10
-0.4% -$823 0.04% 306
2025
Q4 		$206K Buy
+2,808
New +$199K 0.04% 326
2025
Q1 		– Sell
-2,650
Closed -$266K – 293
2024
Q4 		$266K Sell
2,650
-83
-3% -$8.49K 0.06% 245
2024
Q3 		$249K Buy
2,733
+17
+0.6% +$1.48K 0.06% 248
2024
Q2 		$221K Buy
2,716
+2
+0.1% +$160 0.06% 253
2024
Q1 		$218K Buy
+2,714
New +$198K 0.06% 262

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Sovereign Financial Group's OKE Position: Q2 2026 in Review

Sovereign Financial Group reduced its Oneok (OKE) stake by 0.54% in Q2 2026, selling an estimated $1.32K and leaving 2,783 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #331.

Sovereign Financial Group first reported a position in OKE in Q1 2024 and has held it in 7 quarters since. The position peaked at $266K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Sovereign Financial Group held 2,783 shares of Oneok worth $242K as of Q2 2026.
  • Sovereign Financial Group sold 15 Oneok shares in Q2 2026, an estimated $1.32K.
  • Oneok made up 0.04% of Sovereign Financial Group's portfolio in Q2 2026, its #331 holding.
  • Sovereign Financial Group first reported a position in Oneok in Q1 2024 and has held it in 7 quarters since.
  • Sovereign Financial Group's Oneok position peaked at $266K in Q4 2024.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.