CPG
OKE icon

Cornerstone Planning Group’s Oneok OKE Stock Holding History

Cornerstone Planning Group’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
-25
Closed -$922 – 1809
2025
Q3 		$922 Buy
25
+23
+1,150% +$1.76K ﹤0.01% 1335
2025
Q2 		$151 Hold
2
– – ﹤0.01% 1473
2025
Q1 		$169 Hold
2
– – ﹤0.01% 1474
2024
Q4 		$201 Buy
+2
New +$205 ﹤0.01% 1323

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 $3.37T AUM 44.26% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cornerstone Planning Group's OKE Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Oneok (OKE) in Q4 2025, closing a stake of 25 shares — an estimated $922 sold.

Cornerstone Planning Group first reported a position in OKE in Q4 2024 and held it in 4 quarters. The position peaked at $922 in Q3 2025. 1,551 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Oneok position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 25 Oneok shares in Q4 2025, an estimated $922.
  • Cornerstone Planning Group first reported a position in Oneok in Q4 2024 and held it in 4 quarters.
  • Cornerstone Planning Group's Oneok position peaked at $922 in Q3 2025.
  • 1,551 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.