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Connecticut Wealth Management’s Oneok OKE Stock Holding History

Connecticut 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 		– Sell
-2,310
Closed -$229K – 315
2025
Q1 		$229K Sell
2,310
-16
-0.7% -$1.59K 0.01% 281
2024
Q4 		$234K Buy
2,326
+16
+0.7% +$1.64K 0.01% 250
2024
Q3 		$211K Sell
2,310
-525
-19% -$45.7K 0.01% 313
2024
Q2 		$231K Sell
2,835
-3,814
-57% -$305K 0.01% 302
2024
Q1 		$533K Sell
6,649
-3,893
-37% -$284K 0.03% 210
2023
Q4 		$740K Sell
10,542
-191
-2% -$12.8K 0.04% 172
2023
Q3 		$681K Buy
10,733
+6,650
+163% +$434K 0.05% 143
2023
Q2 		$252K Buy
+4,083
New +$253K 0.02% 225

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

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

Connecticut Wealth Management sold out of Oneok (OKE) in Q2 2025, closing a stake of 2,310 shares — an estimated $229K sold.

Connecticut Wealth Management first reported a position in OKE in Q2 2023 and held it in 8 quarters. The position peaked at $740K in Q4 2023. 1,563 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

  • Connecticut Wealth Management reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
  • Connecticut Wealth Management sold 2,310 Oneok shares in Q2 2025, an estimated $229K.
  • Connecticut Wealth Management first reported a position in Oneok in Q2 2023 and held it in 8 quarters.
  • Connecticut Wealth Management's Oneok position peaked at $740K in Q4 2023.
  • 1,563 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Connecticut Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.