TWM
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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
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 $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

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

Tradition Wealth Management increased its Oneok (OKE) stake by 2.6% in Q1 2026, buying an estimated $10.6K and bringing the position to 5,107 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #304.

Tradition Wealth Management first reported a position in OKE in Q4 2020 and has held it in 22 quarters since. The position peaked at $807K in Q1 2025. 1,681 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Tradition Wealth Management held 5,107 shares of Oneok worth $462K as of Q1 2026.
  • Tradition Wealth Management bought 129 Oneok shares in Q1 2026, an estimated $10.6K.
  • Oneok made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #304 holding.
  • Tradition Wealth Management first reported a position in Oneok in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Oneok position peaked at $807K in Q1 2025.
  • 1,681 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.