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Copperleaf Capital’s Oneok OKE Stock Holding History

Copperleaf Capital’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
Q3 		– Sell
-2,585
Closed -$211K – 126
2025
Q2 		$211K Hold
2,585
– – 0.11% 110
2025
Q1 		$256K Hold
2,585
– – 0.15% 94
2024
Q4 		$260K Hold
2,585
– – 0.16% 81
2024
Q3 		$236K Hold
2,585
– – 0.18% 85
2024
Q2 		$211K Hold
2,585
– – 0.17% 83
2024
Q1 		$207K Buy
+2,585
New +$189K 0.18% 86
2023
Q4 		– Sell
-3,935
Closed -$250K – 87
2023
Q3 		$250K Buy
+3,935
New +$257K 0.27% 70

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Copperleaf Capital's OKE Position: Q3 2025 in Review

Copperleaf Capital sold out of Oneok (OKE) in Q3 2025, closing a stake of 2,585 shares — an estimated $211K sold.

Copperleaf Capital first reported a position in OKE in Q3 2023 and held it in 7 quarters. The position peaked at $260K in Q4 2024. 1,483 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

  • Copperleaf Capital reported no remaining Oneok position as of Q3 2025 after selling out during the quarter.
  • Copperleaf Capital sold 2,585 Oneok shares in Q3 2025, an estimated $211K.
  • Copperleaf Capital first reported a position in Oneok in Q3 2023 and held it in 7 quarters.
  • Copperleaf Capital's Oneok position peaked at $260K in Q4 2024.
  • 1,483 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.