Center for Financial Planning’s Oneok OKE Stock Holding History

Center for Financial Planning’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 Q4	–	Sell	-633	Closed	-$46.2K	–	727
2025 Q3	$46.2K	Sell	633 -1,057	-63%	-$80.9K	﹤0.01%	316
2025 Q2	$138K	Buy	1,690 +993	+142%	+$82.8K	0.02%	188
2025 Q1	$69.2K	Hold	697	–	–	0.01%	250
2024 Q4	$70K	Hold	697	–	–	0.01%	232
2024 Q3	$63.5K	Hold	697	–	–	0.01%	226
2024 Q2	$56.8K	Hold	697	–	–	0.01%	220
2024 Q1	$55.9K	Buy	697 +64	+10%	+$4.67K	0.01%	222
2023 Q4	$44.5K	Sell	633 -1	-0.2%	-$67	0.01%	233
2023 Q3	$40.2K	Buy	634 +534	+534%	+$34.9K	0.01%	233
2023 Q2	$6.17K	Hold	100	–	–	﹤0.01%	433
2023 Q1	$6.35K	Hold	100	–	–	﹤0.01%	399
2022 Q4	$6.57K	Hold	100	–	–	﹤0.01%	395
2022 Q3	$5K	Hold	100	–	–	﹤0.01%	429
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	414
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	413
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	421
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	401
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	406
2021 Q1	$5K	Buy	+100	New	+$4.54K	﹤0.01%	447
2020 Q2	–	Sell	-151	Closed	-$3K	–	532
2020 Q1	$3K	Buy	+151	New	+$9.2K	﹤0.01%	470

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 $654B AUM 26.35% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Center for Financial Planning's OKE Position: Q4 2025 in Review

Center for Financial Planning sold out of Oneok (OKE) in Q4 2025, closing a stake of 633 shares — an estimated $46.2K sold.

Center for Financial Planning first reported a position in OKE in Q1 2020 and held it in 20 quarters. The position peaked at $138K in Q2 2025. 1,551 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

Center for Financial Planning reported no remaining Oneok position as of Q4 2025 after selling out during the quarter.
Center for Financial Planning sold 633 Oneok shares in Q4 2025, an estimated $46.2K.
Center for Financial Planning first reported a position in Oneok in Q1 2020 and held it in 20 quarters.
Center for Financial Planning's Oneok position peaked at $138K in Q2 2025.
1,551 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.