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Atria Investments’s Oneok OKE Stock Holding History

Atria Investments’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 		$3.07M Sell
34,019
-6,346
-16% -$522K 0.03% 532
2025
Q4 		$2.97M Buy
40,365
+4,280
+12% +$303K 0.03% 564
2025
Q3 		$2.63M Buy
36,085
+1,157
+3% +$88.6K 0.03% 611
2025
Q2 		$2.85M Buy
34,928
+5,133
+17% +$428K 0.03% 586
2025
Q1 		$2.96M Buy
29,795
+1,259
+4% +$125K 0.04% 548
2024
Q4 		$2.87M Buy
28,536
+4,975
+21% +$509K 0.04% 542
2024
Q3 		$2.15M Buy
23,561
+10,240
+77% +$891K 0.03% 640
2024
Q2 		$1.09M Buy
+13,321
New +$1.06M 0.01% 893
2022
Q2 		– Sell
-14,351
Closed -$1.01M – 839
2022
Q1 		$1.01M Buy
+14,351
New +$918K 0.02% 851
2020
Q1 		– Sell
-9,777
Closed -$740K – 984
2019
Q4 		$740K Sell
9,777
-4,564
-32% -$326K 0.02% 645
2019
Q3 		$1.06M Buy
14,341
+1,576
+12% +$112K 0.04% 409
2019
Q2 		$875K Buy
12,765
+382
+3% +$25.7K 0.03% 441
2019
Q1 		$865K Sell
12,383
-196
-2% -$12.7K 0.04% 399
2018
Q4 		$679K Sell
12,579
-26,286
-68% -$1.63M 0.03% 408
2018
Q3 		$2.63M Buy
38,865
+1,073
+3% +$73.5K 0.1% 169
2018
Q2 		$2.64M Sell
37,792
-9,678
-20% -$623K 0.12% 170
2018
Q1 		$2.7M Sell
47,470
-6,538
-12% -$375K 0.13% 162
2017
Q4 		$2.89M Buy
54,008
+6,855
+15% +$366K 0.14% 155
2017
Q3 		$2.61M Sell
47,153
-3,706
-7% -$200K 0.14% 157
2017
Q2 		$2.65M Buy
50,859
+6,832
+16% +$353K 0.16% 137
2017
Q1 		$2.44M Buy
44,027
+14,937
+51% +$821K 0.16% 137
2016
Q4 		$1.67M Buy
29,090
+10,397
+56% +$546K 0.13% 169
2016
Q3 		$961K Buy
18,693
+5,894
+46% +$279K 0.09% 197
2016
Q2 		$610K Sell
12,799
-797
-6% -$31.6K 0.07% 228
2016
Q1 		$406K Buy
+13,596
New +$335K 0.05% 302

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

Atria Investments's OKE Position: Q1 2026 in Review

Atria Investments reduced its Oneok (OKE) stake by 16% in Q1 2026, selling an estimated $522K and leaving 34,019 shares worth $3.07M. The position accounts for 0.03% of the portfolio, ranked #532.

Atria Investments first reported a position in OKE in Q1 2016 and has held it in 25 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Atria Investments held 34,019 shares of Oneok worth $3.07M as of Q1 2026.
  • Atria Investments sold 6,346 Oneok shares in Q1 2026, an estimated $522K.
  • Oneok made up 0.03% of Atria Investments's portfolio in Q1 2026, its #532 holding.
  • Atria Investments first reported a position in Oneok in Q1 2016 and has held it in 25 quarters since.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.