AAS
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Avantax Advisory Services’s Oneok OKE Stock Holding History

Avantax Advisory Services’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 		$6.05M Sell
74,115
-17,544
-19% -$1.46M 0.03% 393
2025
Q1 		$9.09M Sell
91,659
-3,742
-4% -$371K 0.06% 266
2024
Q4 		$9.58M Buy
95,401
+7,504
+9% +$768K 0.06% 233
2024
Q3 		$8.01M Buy
87,897
+1,419
+2% +$123K 0.05% 280
2024
Q2 		$7.05M Buy
86,478
+2,858
+3% +$228K 0.05% 284
2024
Q1 		$6.7M Sell
83,620
-1,775
-2% -$130K 0.06% 244
2023
Q4 		$6M Sell
85,395
-545
-0.6% -$36.5K 0.06% 241
2023
Q3 		$5.45M Buy
85,940
+19,938
+30% +$1.3M 0.06% 231
2023
Q2 		$4.07M Buy
66,002
+5,717
+9% +$354K 0.05% 300
2023
Q1 		$3.83M Sell
60,285
-6,084
-9% -$404K 0.05% 294
2022
Q4 		$4.36M Buy
66,369
+2,098
+3% +$129K 0.06% 249
2022
Q3 		$3.29M Buy
64,271
+12,220
+23% +$727K 0.05% 277
2022
Q2 		$2.89M Buy
52,051
+9,019
+21% +$585K 0.04% 303
2022
Q1 		$3.04M Sell
43,032
-14,774
-26% -$946K 0.04% 296
2021
Q4 		$3.4M Sell
57,806
-8,438
-13% -$523K 0.05% 262
2021
Q3 		$3.84M Buy
66,244
+1,671
+3% +$89.8K 0.06% 218
2021
Q2 		$3.59M Buy
64,573
+4,487
+7% +$239K 0.07% 222
2021
Q1 		$3.04M Buy
60,086
+4,095
+7% +$186K 0.07% 222
2020
Q4 		$2.15M Sell
55,991
-34,736
-38% -$1.17M 0.05% 260
2020
Q3 		$2.37M Buy
90,727
+37,348
+70% +$1.04M 0.04% 332
2020
Q2 		$1.77M Buy
53,379
+11,535
+28% +$376K 0.05% 238
2020
Q1 		$912K Buy
41,844
+20,364
+95% +$1.24M 0.03% 320
2019
Q4 		$1.63M Buy
21,480
+6,262
+41% +$448K 0.04% 248
2019
Q3 		$1.12M Buy
15,218
+2,840
+23% +$201K 0.05% 193
2019
Q2 		$852K Sell
12,378
-233
-2% -$15.7K 0.04% 214
2019
Q1 		$881K Buy
12,611
+951
+8% +$61.6K 0.05% 190
2018
Q4 		$629K Buy
+11,660
New +$724K 0.11% 190

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Avantax Advisory Services's OKE Position: Q2 2025 in Review

Avantax Advisory Services reduced its Oneok (OKE) stake by 19% in Q2 2025, selling an estimated $1.46M and leaving 74,115 shares worth $6.05M. The position accounts for 0.03% of the portfolio, ranked #393.

Avantax Advisory Services first reported a position in OKE in Q4 2018 and has held it in 27 quarters since. The position peaked at $9.58M in Q4 2024. 1,562 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

  • Avantax Advisory Services held 74,115 shares of Oneok worth $6.05M as of Q2 2025.
  • Avantax Advisory Services sold 17,544 Oneok shares in Q2 2025, an estimated $1.46M.
  • Oneok made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #393 holding.
  • Avantax Advisory Services first reported a position in Oneok in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Oneok position peaked at $9.58M in Q4 2024.
  • 1,562 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.