CAWM
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Capital A Wealth Management’s Oneok OKE Stock Holding History

Capital A Wealth Management’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 		$31.7K Sell
452
-3,452
-88% -$288K 0.36% 92
2025
Q1 		$387K Buy
3,904
+5
+0.1% +$496 0.41% 29
2024
Q4 		$391K Buy
+3,899
New +$399K 0.65% 33

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

Capital A Wealth Management's OKE Position: Q2 2025 in Review

Capital A Wealth Management reduced its Oneok (OKE) stake by 88% in Q2 2025, selling an estimated $288K and leaving 452 shares worth $31.7K. The position accounts for 0.36% of the portfolio, ranked #92.

Capital A Wealth Management first reported a position in OKE in Q4 2024 and has held it in 3 quarters since. The position peaked at $391K in Q4 2024. 1,562 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

  • Capital A Wealth Management held 452 shares of Oneok worth $31.7K as of Q2 2025.
  • Capital A Wealth Management sold 3,452 Oneok shares in Q2 2025, an estimated $288K.
  • Oneok made up 0.36% of Capital A Wealth Management's portfolio in Q2 2025, its #92 holding.
  • Capital A Wealth Management first reported a position in Oneok in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Oneok position peaked at $391K in Q4 2024.
  • 1,562 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.