Advisor Resource Council’s Oneok OKE Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-5,148	Closed	-$443K	–	450
2025 Q1	$443K	Buy	+5,148	New	+$511K	0.04%	384
2024 Q1	–	Sell	-5,226	Closed	-$367K	–	423
2023 Q4	$367K	Buy	+5,226	New	+$350K	0.04%	311
2022 Q1	–	Sell	-8,522	Closed	-$501K	–	427
2021 Q4	$501K	Buy	+8,522	New	+$529K	0.04%	330
2021 Q3	–	Sell	-4,053	Closed	-$225K	–	393
2021 Q2	$225K	Buy	+4,053	New	+$216K	0.02%	446

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Advisor Resource Council's OKE Position: Q2 2025 in Review

Advisor Resource Council sold out of Oneok (OKE) in Q2 2025, closing a stake of 5,148 shares — an estimated $443K sold.

Advisor Resource Council first reported a position in OKE in Q2 2021 and held it in 4 quarters. The position peaked at $501K in Q4 2021. 1,562 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

Advisor Resource Council reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 5,148 Oneok shares in Q2 2025, an estimated $443K.
Advisor Resource Council first reported a position in Oneok in Q2 2021 and held it in 4 quarters.
Advisor Resource Council's Oneok position peaked at $501K in Q4 2021.
1,562 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.