Atlas Wealth’s Oneok OKE Stock Holding History

Atlas Wealth’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 Q3	–	Sell	-2,689	Closed	-$218K	–	113
2025 Q2	$218K	Hold	2,689	–	–	0.08%	100
2025 Q1	$267K	Hold	2,689	–	–	0.1%	81
2024 Q4	$270K	Buy	+2,689	New	+$275K	0.1%	78

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

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

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

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

Atlas Wealth's OKE Position: Q3 2025 in Review

Atlas Wealth sold out of Oneok (OKE) in Q3 2025, closing a stake of 2,689 shares — an estimated $218K sold.

Atlas Wealth first reported a position in OKE in Q4 2024 and held it in 3 quarters. The position peaked at $270K in Q4 2024. 1,483 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

Atlas Wealth reported no remaining Oneok position as of Q3 2025 after selling out during the quarter.
Atlas Wealth sold 2,689 Oneok shares in Q3 2025, an estimated $218K.
Atlas Wealth first reported a position in Oneok in Q4 2024 and held it in 3 quarters.
Atlas Wealth's Oneok position peaked at $270K in Q4 2024.
1,483 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on Atlas Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.