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Custom Index Systems’s Oneok OKE Stock Holding History

Custom Index Systems’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
-3,909
Closed -$285K – 272
2025
Q3 		$285K Sell
3,909
-5,304
-58% -$406K 0.08% 231
2025
Q2 		$752K Sell
9,213
-2,545
-22% -$212K 0.36% 86
2025
Q1 		$1.17M Buy
11,758
+9,011
+328% +$894K 0.59% 37
2024
Q4 		$276K Buy
+2,747
New +$281K 0.15% 184

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 $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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Custom Index Systems's OKE Position: Q4 2025 in Review

Custom Index Systems sold out of Oneok (OKE) in Q4 2025, closing a stake of 3,909 shares — an estimated $285K sold.

Custom Index Systems first reported a position in OKE in Q4 2024 and held it in 4 quarters. The position peaked at $1.17M in Q1 2025. 1,554 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

  • Custom Index Systems reported no remaining Oneok position as of Q4 2025 after selling out during the quarter.
  • Custom Index Systems sold 3,909 Oneok shares in Q4 2025, an estimated $285K.
  • Custom Index Systems first reported a position in Oneok in Q4 2024 and held it in 4 quarters.
  • Custom Index Systems's Oneok position peaked at $1.17M in Q1 2025.
  • 1,554 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on Custom Index Systems's 13F filing for Q4 2025, filed 12 Feb 2026.