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Atria Wealth Solutions’s Oneok OKE Stock Holding History

Atria Wealth Solutions’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 		$1.14M Sell
13,967
-51,262
-79% -$4.27M 0.03% 595
2025
Q1 		$6.47M Sell
65,229
-25,296
-28% -$2.51M 0.08% 268
2024
Q4 		$9.09M Buy
90,525
+20,882
+30% +$2.14M 0.1% 207
2024
Q3 		$6.35M Sell
69,643
-10,612
-13% -$923K 0.07% 290
2024
Q2 		$6.54M Sell
80,255
-37,331
-32% -$2.98M 0.07% 276
2024
Q1 		$9.43M Sell
117,586
-4,730
-4% -$345K 0.11% 203
2023
Q4 		$8.59M Buy
122,316
+2,665
+2% +$179K 0.11% 190
2023
Q3 		$7.59M Buy
119,651
+16,748
+16% +$1.09M 0.11% 197
2023
Q2 		$6.35M Sell
102,903
-4,391
-4% -$272K 0.09% 230
2023
Q1 		$6.82M Sell
107,294
-23,940
-18% -$1.59M 0.1% 197
2022
Q4 		$8.62M Sell
131,234
-2,189
-2% -$135K 0.14% 159
2022
Q3 		$6.84M Buy
133,423
+105,063
+370% +$6.25M 0.12% 179
2022
Q2 		$1.57M Sell
28,360
-68,207
-71% -$4.42M 0.03% 525
2022
Q1 		$6.82M Buy
+96,567
New +$6.18M 0.11% 192

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Atria Wealth Solutions's OKE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Oneok (OKE) stake by 79% in Q2 2025, selling an estimated $4.27M and leaving 13,967 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #595.

Atria Wealth Solutions first reported a position in OKE in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.43M in Q1 2024. 1,564 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

  • Atria Wealth Solutions held 13,967 shares of Oneok worth $1.14M as of Q2 2025.
  • Atria Wealth Solutions sold 51,262 Oneok shares in Q2 2025, an estimated $4.27M.
  • Oneok made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #595 holding.
  • Atria Wealth Solutions first reported a position in Oneok in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Oneok position peaked at $9.43M in Q1 2024.
  • 1,564 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.