Trifecta Capital Advisors’s Oneok OKE Stock Holding History

Trifecta Capital Advisors’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
2025 Q4	–	Sell	-24	Closed	-$1.75K	–	393
2025 Q3	$1.75K	Hold	24	–	–	﹤0.01%	354
2025 Q2	$1.96K	Hold	24	–	–	﹤0.01%	344
2025 Q1	$2.38K	Hold	24	–	–	﹤0.01%	289
2024 Q4	$2.41K	Hold	24	–	–	﹤0.01%	285
2024 Q3	$2.19K	Hold	24	–	–	﹤0.01%	301
2024 Q2	$1.96K	Hold	24	–	–	﹤0.01%	317
2024 Q1	$1.93K	Hold	24	–	–	﹤0.01%	315
2023 Q4	$1.69K	Hold	24	–	–	﹤0.01%	349
2023 Q3	$1.52K	Hold	24	–	–	﹤0.01%	340
2023 Q2	$1.48K	Hold	24	–	–	﹤0.01%	340
2023 Q1	$1.52K	Hold	24	–	–	﹤0.01%	332
2022 Q4	$1.58K	Buy	+24	New	+$1.48K	﹤0.01%	337

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Trifecta Capital Advisors's OKE Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Oneok (OKE) in Q4 2025, closing a stake of 24 shares — an estimated $1.75K sold.

Trifecta Capital Advisors first reported a position in OKE in Q4 2022 and held it in 12 quarters. The position peaked at $2.41K in Q4 2024. 1,551 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

Trifecta Capital Advisors reported no remaining Oneok position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 24 Oneok shares in Q4 2025, an estimated $1.75K.
Trifecta Capital Advisors first reported a position in Oneok in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Oneok position peaked at $2.41K in Q4 2024.
1,551 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.