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TFC Financial Management’s Oneok OKE Stock Holding History

TFC Financial 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 		$3.37K Hold
37
– – ﹤0.01% 492
2025
Q4 		$2.74K Sell
37
-18
-33% -$1.27K ﹤0.01% 505
2025
Q3 		$4.03K Buy
55
+19
+53% +$1.46K ﹤0.01% 478
2025
Q2 		$2.96K Hold
36
– – ﹤0.01% 465
2025
Q1 		$3.6K Hold
36
– – ﹤0.01% 428
2024
Q4 		$3.64K Hold
36
– – ﹤0.01% 447
2024
Q3 		$3.3K Hold
36
– – ﹤0.01% 455
2024
Q2 		$2.96K Sell
36
-112
-76% -$8.95K ﹤0.01% 443
2024
Q1 		$11.9K Buy
148
+59
+66% +$4.31K ﹤0.01% 323
2023
Q4 		$6.27K Sell
89
-112
-56% -$7.51K ﹤0.01% 366
2023
Q3 		$12.8K Buy
201
+168
+509% +$11K ﹤0.01% 324
2023
Q2 		$2.05K Buy
33
+7
+27% +$433 ﹤0.01% 439
2023
Q1 		$1.67K Buy
26
+9
+53% +$598 ﹤0.01% 473
2022
Q4 		$1.13K Sell
17
-25
-60% -$1.54K ﹤0.01% 447
2022
Q3 		$2K Hold
42
– – ﹤0.01% 418
2022
Q2 		$2K Hold
42
– – ﹤0.01% 414
2022
Q1 		$3K Hold
42
– – ﹤0.01% 385
2021
Q4 		$2K Sell
42
-180
-81% -$11.2K ﹤0.01% 479
2021
Q3 		$13K Buy
222
+180
+429% +$9.68K ﹤0.01% 313
2021
Q2 		$2K Buy
42
+25
+147% +$1.33K ﹤0.01% 458
2021
Q1 		$1K Hold
17
– – ﹤0.01% 526
2020
Q4 		$1K Hold
17
– – ﹤0.01% 513
2020
Q3 		$0 Buy
+17
New +$473 ﹤0.01% 556

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

TFC Financial Management's OKE Position: Q1 2026 in Review

TFC Financial Management held its Oneok (OKE) position steady in Q1 2026 at 37 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

TFC Financial Management first reported a position in OKE in Q3 2020 and has held it in 23 quarters since. The position peaked at $13K in Q3 2021. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • TFC Financial Management held 37 shares of Oneok worth $3.37K as of Q1 2026.
  • TFC Financial Management left its Oneok share count unchanged in Q1 2026.
  • Oneok made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #492 holding.
  • TFC Financial Management first reported a position in Oneok in Q3 2020 and has held it in 23 quarters since.
  • TFC Financial Management's Oneok position peaked at $13K in Q3 2021.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.