BSW Wealth Partners’s Oneok OKE Stock Holding History

BSW Wealth Partners’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	-2,893	Closed	-$287K	–	328
2025 Q1	$287K	Sell	2,893 -375	-11%	-$37.2K	0.04%	238
2024 Q4	$328K	Buy	3,268 +270	+9%	+$27.6K	0.05%	219
2024 Q3	$273K	Buy	2,998 +319	+12%	+$27.8K	0.04%	241
2024 Q2	$218K	Buy	2,679 +5	+0.2%	+$399	0.04%	265
2024 Q1	$214K	Buy	+2,674	New	+$195K	0.04%	270
2023 Q1	–	Sell	-3,250	Closed	-$214K	–	334
2022 Q4	$214K	Buy	+3,250	New	+$200K	0.05%	268

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BSW Wealth Partners's OKE Position: Q2 2025 in Review

BSW Wealth Partners sold out of Oneok (OKE) in Q2 2025, closing a stake of 2,893 shares — an estimated $287K sold.

BSW Wealth Partners first reported a position in OKE in Q4 2022 and held it in 6 quarters. The position peaked at $328K in Q4 2024. 1,564 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

BSW Wealth Partners reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
BSW Wealth Partners sold 2,893 Oneok shares in Q2 2025, an estimated $287K.
BSW Wealth Partners first reported a position in Oneok in Q4 2022 and held it in 6 quarters.
BSW Wealth Partners's Oneok position peaked at $328K in Q4 2024.
1,564 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on BSW Wealth Partners's 13F filing for Q2 2025, filed 18 Jul 2025.