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Bard Financial Services’s Oneok OKE Stock Holding History

Bard Financial 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
Q3 		$855K Sell
11,715
-750
-6% -$57.4K 0.09% 122
2025
Q2 		$1.02M Hold
12,465
– – 0.12% 118
2025
Q1 		$1.24M Hold
12,465
– – 0.15% 103
2024
Q4 		$1.25M Hold
12,465
– – 0.15% 102
2024
Q3 		$1.14M Sell
12,465
-1,250
-9% -$109K 0.13% 110
2024
Q2 		$1.12M Sell
13,715
-1,335
-9% -$107K 0.12% 114
2024
Q1 		$1.21M Sell
15,050
-6,875
-31% -$502K 0.13% 109
2023
Q4 		$1.54M Sell
21,925
-20,550
-48% -$1.38M 0.17% 97
2023
Q3 		$2.69M Buy
+42,475
New +$2.77M 0.33% 66

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bard Financial Services's OKE Position: Q3 2025 in Review

Bard Financial Services reduced its Oneok (OKE) stake by 6% in Q3 2025, selling an estimated $57.4K and leaving 11,715 shares worth $855K. The position accounts for 0.09% of the portfolio, ranked #122.

Bard Financial Services first reported a position in OKE in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.69M in Q3 2023. 1,486 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

  • Bard Financial Services held 11,715 shares of Oneok worth $855K as of Q3 2025.
  • Bard Financial Services sold 750 Oneok shares in Q3 2025, an estimated $57.4K.
  • Oneok made up 0.09% of Bard Financial Services's portfolio in Q3 2025, its #122 holding.
  • Bard Financial Services first reported a position in Oneok in Q3 2023 and has held it in 9 quarters since.
  • Bard Financial Services's Oneok position peaked at $2.69M in Q3 2023.
  • 1,486 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.