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TCFG Wealth Management’s Oneok OKE Stock Holding History

TCFG 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 		$336K Buy
3,715
+64
+2% +$5.27K 0.13% 173
2025
Q4 		$268K Buy
3,651
+204
+6% +$14.5K 0.1% 206
2025
Q3 		$252K Buy
+3,447
New +$264K 0.1% 216
2025
Q2 		– Sell
-2,368
Closed -$235K – 270
2025
Q1 		$235K Buy
2,368
+175
+8% +$17.4K 0.12% 202
2024
Q4 		$220K Buy
+2,193
New +$224K 0.11% 204

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

TCFG Wealth Management's OKE Position: Q1 2026 in Review

TCFG Wealth Management increased its Oneok (OKE) stake by 1.8% in Q1 2026, buying an estimated $5.27K and bringing the position to 3,715 shares worth $336K. The position accounts for 0.13% of the portfolio, ranked #173.

TCFG Wealth Management first reported a position in OKE in Q4 2024 and has held it in 5 quarters since. 1,687 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • TCFG Wealth Management held 3,715 shares of Oneok worth $336K as of Q1 2026.
  • TCFG Wealth Management bought 64 Oneok shares in Q1 2026, an estimated $5.27K.
  • Oneok made up 0.13% of TCFG Wealth Management's portfolio in Q1 2026, its #173 holding.
  • TCFG Wealth Management first reported a position in Oneok in Q4 2024 and has held it in 5 quarters since.
  • 1,687 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.