Congress Wealth Management
OKE icon

Congress Wealth Management’s Oneok OKE Stock Holding History

Congress 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 		$913K Sell
11,186
-1,115
-9% -$93K 0.01% 735
2025
Q1 		$1.22M Buy
12,301
+3,936
+47% +$391K 0.01% 587
2024
Q4 		$840K Buy
8,365
+5,455
+187% +$558K 0.01% 547
2024
Q3 		$265K Sell
2,910
-10,485
-78% -$912K ﹤0.01% 765
2024
Q2 		$1.09M Buy
13,395
+24
+0.2% +$1.92K 0.02% 415
2024
Q1 		$1.07M Sell
13,371
-2,747
-17% -$201K 0.02% 371
2023
Q4 		$1.13M Buy
16,118
+3,581
+29% +$240K 0.02% 377
2023
Q3 		$795K Buy
+12,537
New +$818K 0.02% 399

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Congress Wealth Management's OKE Position: Q2 2025 in Review

Congress Wealth Management reduced its Oneok (OKE) stake by 9.1% in Q2 2025, selling an estimated $93K and leaving 11,186 shares worth $913K. The position accounts for 0.01% of the portfolio, ranked #735.

Congress Wealth Management first reported a position in OKE in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.22M in Q1 2025. 1,564 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

  • Congress Wealth Management held 11,186 shares of Oneok worth $913K as of Q2 2025.
  • Congress Wealth Management sold 1,115 Oneok shares in Q2 2025, an estimated $93K.
  • Oneok made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #735 holding.
  • Congress Wealth Management first reported a position in Oneok in Q3 2023 and has held it in 8 quarters since.
  • Congress Wealth Management's Oneok position peaked at $1.22M in Q1 2025.
  • 1,564 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.