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Worthington Financial Partners’s Oneok OKE Stock Holding History

Worthington Financial 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 		– Sell
-2,993
Closed -$271K – 106
2026
Q1 		$271K Hold
2,993
– – 0.23% 100
2025
Q4 		$220K Buy
+2,993
New +$212K 0.19% 93

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Vanguard Portfolio Management
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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

Worthington Financial Partners's OKE Position: Q2 2026 in Review

Worthington Financial Partners sold out of Oneok (OKE) in Q2 2026, closing a stake of 2,993 shares — an estimated $271K sold.

Worthington Financial Partners first reported a position in OKE in Q4 2025 and held it in 2 quarters. The position peaked at $271K in Q1 2026. 1,648 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Worthington Financial Partners reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
  • Worthington Financial Partners sold 2,993 Oneok shares in Q2 2026, an estimated $271K.
  • Worthington Financial Partners first reported a position in Oneok in Q4 2025 and held it in 2 quarters.
  • Worthington Financial Partners's Oneok position peaked at $271K in Q1 2026.
  • 1,648 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.