Carolinas Wealth Consulting’s Oneok OKE Stock Holding History

Carolinas Wealth Consulting’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	-194	Closed	-$19.2K	–	654
2025 Q1	$19.2K	Buy	194 +1	+0.5%	+$99	﹤0.01%	459
2024 Q4	$19.3K	Buy	193 +2	+1%	+$205	﹤0.01%	471
2024 Q3	$17.4K	Buy	191 +12	+7%	+$1.04K	﹤0.01%	489
2024 Q2	$14.6K	Buy	179 +2	+1%	+$160	﹤0.01%	514
2024 Q1	$14.2K	Buy	177 +157	+785%	+$11.5K	﹤0.01%	515
2023 Q4	$1.4K	Buy	+20	New	+$1.34K	﹤0.01%	788
2022 Q4	–	Sell	-29	Closed	-$1K	–	1090
2022 Q3	$1K	Sell	29 -2	-6%	-$119	﹤0.01%	843
2022 Q2	$2K	Hold	31	–	–	﹤0.01%	772
2022 Q1	$2K	Hold	31	–	–	﹤0.01%	806
2021 Q4	$2K	Buy	+31	New	+$1.92K	﹤0.01%	840
2020 Q4	–	Sell	-26	Closed	-$1K	–	984
2020 Q3	$1K	Buy	26 +6	+30%	+$167	﹤0.01%	864
2020 Q2	$1K	Buy	+20	New	+$652	﹤0.01%	600

Other funds holding OKE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Carolinas Wealth Consulting's OKE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Oneok (OKE) in Q2 2025, closing a stake of 194 shares — an estimated $19.2K sold.

Carolinas Wealth Consulting first reported a position in OKE in Q2 2020 and held it in 12 quarters. The position peaked at $19.3K in Q4 2024. 1,563 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 194 Oneok shares in Q2 2025, an estimated $19.2K.
Carolinas Wealth Consulting first reported a position in Oneok in Q2 2020 and held it in 12 quarters.
Carolinas Wealth Consulting's Oneok position peaked at $19.3K in Q4 2024.
1,563 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.