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Cherry Tree Wealth Management’s Oneok OKE Stock Holding History

Cherry Tree Wealth Management’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 		– Sell
-525
Closed -$38.6K – 598
2025
Q4 		$38.6K Hold
525
– – 0.01% 293
2025
Q3 		$38.3K Sell
525
-197
-27% -$15.1K 0.01% 277
2025
Q2 		$58.9K Sell
722
-107
-13% -$8.92K 0.01% 247
2025
Q1 		$82.3K Sell
829
-198
-19% -$19.7K 0.02% 227
2024
Q4 		$103K Hold
1,027
– – 0.03% 206
2024
Q3 		$93.6K Hold
1,027
– – 0.02% 221
2024
Q2 		$83.8K Buy
1,027
+107
+12% +$8.55K 0.02% 219
2024
Q1 		$73.8K Hold
920
– – 0.02% 228
2023
Q4 		$64.6K Sell
920
-600
-39% -$40.2K 0.02% 226
2023
Q3 		$96.4K Buy
+1,520
New +$99.2K 0.03% 190

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

Cherry Tree Wealth Management's OKE Position: Q1 2026 in Review

Cherry Tree Wealth Management sold out of Oneok (OKE) in Q1 2026, closing a stake of 525 shares — an estimated $38.6K sold.

Cherry Tree Wealth Management first reported a position in OKE in Q3 2023 and held it in 10 quarters. The position peaked at $103K in Q4 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Cherry Tree Wealth Management reported no remaining Oneok position as of Q1 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 525 Oneok shares in Q1 2026, an estimated $38.6K.
  • Cherry Tree Wealth Management first reported a position in Oneok in Q3 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's Oneok position peaked at $103K in Q4 2024.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.