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Tradition Wealth Management’s Oneok OKE Stock Holding History

Tradition 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
Q2 		$364K Sell
4,184
-923
-18% -$81.3K 0.02% 372
2026
Q1 		$462K Buy
5,107
+129
+3% +$10.6K 0.03% 304
2025
Q4 		$366K Sell
4,978
-1,950
-28% -$138K 0.03% 339
2025
Q3 		$506K Sell
6,928
-1,200
-15% -$91.9K 0.04% 283
2025
Q2 		$663K Sell
8,128
-4
-0% -$333 0.05% 231
2025
Q1 		$807K Buy
8,132
+432
+6% +$42.9K 0.07% 192
2024
Q4 		$773K Buy
7,700
+982
+15% +$100K 0.07% 195
2024
Q3 		$612K Buy
6,718
+221
+3% +$19.2K 0.05% 213
2024
Q2 		$530K Buy
6,497
+422
+7% +$33.7K 0.05% 220
2024
Q1 		$487K Buy
6,075
+15
+0.2% +$1.09K 0.05% 223
2023
Q4 		$426K Sell
6,060
-189
-3% -$12.7K 0.04% 220
2023
Q3 		$396K Buy
6,249
+14
+0.2% +$914 0.05% 214
2023
Q2 		$385K Buy
6,235
+318
+5% +$19.7K 0.05% 214
2023
Q1 		$376K Buy
5,917
+4
+0.1% +$266 0.05% 215
2022
Q4 		$388K Buy
5,913
+17
+0.3% +$1.04K 0.05% 195
2022
Q3 		$302K Buy
5,896
+6
+0.1% +$357 0.05% 204
2022
Q2 		$327K Buy
5,890
+91
+2% +$5.9K 0.05% 203
2022
Q1 		$410K Buy
5,799
+3,701
+176% +$237K 0.05% 211
2021
Q4 		$123K Buy
2,098
+6
+0.3% +$372 0.02% 365
2021
Q3 		$121K Buy
2,092
+172
+9% +$9.24K 0.02% 339
2021
Q2 		$107K Buy
1,920
+7
+0.4% +$373 0.02% 378
2021
Q1 		$97K Buy
1,913
+1,382
+260% +$62.8K 0.02% 325
2020
Q4 		$20K Buy
+531
New +$17.9K ﹤0.01% 590

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
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 $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tradition Wealth Management's OKE Position: Q2 2026 in Review

Tradition Wealth Management reduced its Oneok (OKE) stake by 18% in Q2 2026, selling an estimated $81.3K and leaving 4,184 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #372.

Tradition Wealth Management first reported a position in OKE in Q4 2020 and has held it in 23 quarters since. The position peaked at $807K in Q1 2025. 1,659 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Tradition Wealth Management held 4,184 shares of Oneok worth $364K as of Q2 2026.
  • Tradition Wealth Management sold 923 Oneok shares in Q2 2026, an estimated $81.3K.
  • Oneok made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #372 holding.
  • Tradition Wealth Management first reported a position in Oneok in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's Oneok position peaked at $807K in Q1 2025.
  • 1,659 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.