WCG Wealth Advisors’s Oneok OKE Stock Holding History

WCG Wealth 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
2026 Q1	$5.61M	Sell	62,038 -10,272	-14%	-$846K	0.16%	144
2025 Q4	$5.31M	Sell	72,310 -729	-1%	-$51.6K	0.15%	143
2025 Q3	$5.33M	Sell	73,039 -1,105	-1%	-$84.6K	0.33%	81
2025 Q2	$6.05M	Sell	74,144 -7,772	-9%	-$648K	0.39%	77
2025 Q1	$8.13M	Buy	81,916 +32,261	+65%	+$3.2M	0.62%	48
2024 Q4	$4.99M	Buy	49,655 +5,901	+13%	+$604K	0.33%	89
2024 Q3	$3.99M	Sell	43,754 -18,944	-30%	-$1.65M	0.27%	100
2024 Q2	$5.11M	Buy	62,698 +32,809	+110%	+$2.62M	0.38%	75
2024 Q1	$2.4M	Sell	29,889 -175	-0.6%	-$12.8K	0.2%	109
2023 Q4	$2.11M	Buy	30,064 +1,835	+7%	+$123K	0.16%	129
2023 Q3	$1.79M	Buy	+28,229	New	+$1.84M	0.13%	145

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

WCG Wealth Advisors's OKE Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Oneok (OKE) stake by 14% in Q1 2026, selling an estimated $846K and leaving 62,038 shares worth $5.61M. The position accounts for 0.16% of the portfolio, ranked #144.

WCG Wealth Advisors first reported a position in OKE in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.13M in Q1 2025. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

WCG Wealth Advisors held 62,038 shares of Oneok worth $5.61M as of Q1 2026.
WCG Wealth Advisors sold 10,272 Oneok shares in Q1 2026, an estimated $846K.
Oneok made up 0.16% of WCG Wealth Advisors's portfolio in Q1 2026, its #144 holding.
WCG Wealth Advisors first reported a position in Oneok in Q3 2023 and has held it in 11 quarters since.
WCG Wealth Advisors's Oneok position peaked at $8.13M in Q1 2025.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.