AC
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Avestar Capital’s Oneok OKE Stock Holding History

Avestar Capital’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
-2,178
Closed -$216K – 516
2025
Q1 		$216K Sell
2,178
-593
-21% -$58.9K 0.02% 439
2024
Q4 		$278K Buy
2,771
+406
+17% +$41.5K 0.02% 397
2024
Q3 		$216K Buy
+2,365
New +$206K 0.02% 433
2019
Q3 		– Sell
-1,206
Closed -$80K – 628
2019
Q2 		$80K Sell
1,206
-402
-25% -$27.1K 0.05% 234
2019
Q1 		$108K Buy
1,608
+227
+16% +$14.7K 0.07% 186
2018
Q4 		$72K Buy
1,381
+114
+9% +$7.08K 0.05% 220
2018
Q3 		$84K Buy
1,267
+103
+9% +$7.05K 0.05% 214
2018
Q2 		$79K Buy
1,164
+338
+41% +$21.8K 0.05% 232
2018
Q1 		$45K Buy
826
+133
+19% +$7.63K 0.03% 264
2017
Q4 		$36K Buy
+693
New +$37K 0.03% 283

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

Avestar Capital's OKE Position: Q2 2025 in Review

Avestar Capital sold out of Oneok (OKE) in Q2 2025, closing a stake of 2,178 shares — an estimated $216K sold.

Avestar Capital first reported a position in OKE in Q4 2017 and held it in 10 quarters. The position peaked at $278K in Q4 2024. 1,564 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

  • Avestar Capital reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
  • Avestar Capital sold 2,178 Oneok shares in Q2 2025, an estimated $216K.
  • Avestar Capital first reported a position in Oneok in Q4 2017 and held it in 10 quarters.
  • Avestar Capital's Oneok position peaked at $278K in Q4 2024.
  • 1,564 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Avestar Capital's 13F filing for Q2 2025, filed 13 Aug 2025.