Catalyst Financial Partners’s Oneok OKE Stock Holding History

Catalyst Financial 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	-4,187	Closed	-$415K	–	310
2025 Q1	$415K	Buy	4,187 +4	+0.1%	+$397	0.08%	176
2024 Q4	$420K	Buy	4,183 +137	+3%	+$14K	0.08%	158
2024 Q3	$369K	Buy	4,046 +26	+0.6%	+$2.26K	0.07%	171
2024 Q2	$328K	Buy	+4,020	New	+$321K	0.07%	175

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

Catalyst Financial Partners's OKE Position: Q2 2025 in Review

Catalyst Financial Partners sold out of Oneok (OKE) in Q2 2025, closing a stake of 4,187 shares — an estimated $415K sold.

Catalyst Financial Partners first reported a position in OKE in Q2 2024 and held it in 4 quarters. The position peaked at $420K in Q4 2024. 1,562 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

Catalyst Financial Partners reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
Catalyst Financial Partners sold 4,187 Oneok shares in Q2 2025, an estimated $415K.
Catalyst Financial Partners first reported a position in Oneok in Q2 2024 and held it in 4 quarters.
Catalyst Financial Partners's Oneok position peaked at $420K in Q4 2024.
1,562 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Catalyst Financial Partners's 13F filing for Q2 2025, filed 14 Aug 2025.