TriaGen Wealth Management’s Oneok OKE Stock Holding History

TriaGen 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	–	Sell	-14,200	Closed	-$1.04M	–	195
2025 Q4	$1.04M	Sell	14,200 -2,600	-15%	-$184K	0.27%	81
2025 Q3	$1.23M	Sell	16,800 -900	-5%	-$68.9K	0.32%	79
2025 Q2	$1.44M	Sell	17,700 -200	-1%	-$16.7K	0.44%	66
2025 Q1	$1.78M	Buy	+17,900	New	+$1.78M	0.63%	50

Other funds holding OKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

TriaGen Wealth Management sold out of Oneok (OKE) in Q1 2026, closing a stake of 14,200 shares — an estimated $1.04M sold.

TriaGen Wealth Management first reported a position in OKE in Q1 2025 and held it in 4 quarters. The position peaked at $1.78M in Q1 2025. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

TriaGen Wealth Management reported no remaining Oneok position as of Q1 2026 after selling out during the quarter.
TriaGen Wealth Management sold 14,200 Oneok shares in Q1 2026, an estimated $1.04M.
TriaGen Wealth Management first reported a position in Oneok in Q1 2025 and held it in 4 quarters.
TriaGen Wealth Management's Oneok position peaked at $1.78M in Q1 2025.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on TriaGen Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.