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Dakota Wealth Management’s Oneok OKE Stock Holding History

Dakota 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
Q3 		– Sell
-11,285
Closed -$921K – 750
2025
Q2 		$921K Sell
11,285
-12,526
-53% -$1.04M 0.02% 397
2025
Q1 		$2.36M Buy
23,811
+15,301
+180% +$1.52M 0.06% 239
2024
Q4 		$854K Sell
8,510
-3,541
-29% -$362K 0.02% 390
2024
Q3 		$1.1M Sell
12,051
-872
-7% -$75.9K 0.02% 356
2024
Q2 		$1.05M Buy
12,923
+457
+4% +$36.5K 0.02% 361
2024
Q1 		$999K Buy
12,466
+9,190
+281% +$671K 0.02% 371
2023
Q4 		$230K Buy
+3,276
New +$220K 0.01% 574
2023
Q3 		– Sell
-3,966
Closed -$245K – 687
2023
Q2 		$245K Sell
3,966
-4,466
-53% -$276K 0.01% 535
2023
Q1 		$536K Sell
8,432
-1,993
-19% -$132K 0.04% 354
2022
Q4 		$685K Buy
+10,425
New +$641K 0.05% 292
2020
Q1 		– Sell
-6,000
Closed -$454K – 311
2019
Q4 		$454K Hold
6,000
– – 0.07% 205
2019
Q3 		$442K Sell
6,000
-4,720
-44% -$334K 0.08% 192
2019
Q2 		$738K Sell
10,720
-3,280
-23% -$221K 0.14% 140
2019
Q1 		$978K Buy
+14,000
New +$907K 0.19% 118

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
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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dakota Wealth Management's OKE Position: Q3 2025 in Review

Dakota Wealth Management sold out of Oneok (OKE) in Q3 2025, closing a stake of 11,285 shares — an estimated $921K sold.

Dakota Wealth Management first reported a position in OKE in Q1 2019 and held it in 14 quarters. The position peaked at $2.36M in Q1 2025. 1,486 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

  • Dakota Wealth Management reported no remaining Oneok position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 11,285 Oneok shares in Q3 2025, an estimated $921K.
  • Dakota Wealth Management first reported a position in Oneok in Q1 2019 and held it in 14 quarters.
  • Dakota Wealth Management's Oneok position peaked at $2.36M in Q1 2025.
  • 1,486 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.