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Triad Wealth Partners’s Oneok OKE Stock Holding History

Triad Wealth Partners’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 		$220K Buy
2,497
+262
+12% +$23.1K 0.01% 522
2026
Q1 		$202K Buy
+2,235
New +$184K 0.02% 472
2025
Q2 		– Sell
-2,151
Closed -$213K – 293
2025
Q1 		$213K Sell
2,151
-186
-8% -$18.5K 0.07% 203
2024
Q4 		$235K Buy
+2,337
New +$239K 0.08% 162
2024
Q3 		– Sell
-1,259
Closed -$103K – 627
2024
Q2 		$103K Buy
+1,259
New +$101K 0.05% 151

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

Triad Wealth Partners's OKE Position: Q2 2026 in Review

Triad Wealth Partners increased its Oneok (OKE) stake by 12% in Q2 2026, buying an estimated $23.1K and bringing the position to 2,497 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #522.

Triad Wealth Partners first reported a position in OKE in Q2 2024 and has held it in 5 quarters since. The position peaked at $235K in Q4 2024. 1,656 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Triad Wealth Partners held 2,497 shares of Oneok worth $220K as of Q2 2026.
  • Triad Wealth Partners bought 262 Oneok shares in Q2 2026, an estimated $23.1K.
  • Oneok made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #522 holding.
  • Triad Wealth Partners first reported a position in Oneok in Q2 2024 and has held it in 5 quarters since.
  • Triad Wealth Partners's Oneok position peaked at $235K in Q4 2024.
  • 1,656 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.