Ethos Financial Group’s Oneok OKE Stock Holding History

Ethos Financial 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 Q2	–	Sell	-2,169	Closed	-$218K	–	510
2025 Q1	$218K	Hold	2,169	–	–	0.02%	368
2024 Q4	$218K	Buy	+2,169	New	+$222K	0.03%	265

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Ethos Financial Group's OKE Position: Q2 2025 in Review

Ethos Financial Group sold out of Oneok (OKE) in Q2 2025, closing a stake of 2,169 shares — an estimated $218K sold.

Ethos Financial Group first reported a position in OKE in Q4 2024 and held it in 2 quarters. The position peaked at $218K in Q1 2025. 1,562 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

Ethos Financial Group reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
Ethos Financial Group sold 2,169 Oneok shares in Q2 2025, an estimated $218K.
Ethos Financial Group first reported a position in Oneok in Q4 2024 and held it in 2 quarters.
Ethos Financial Group's Oneok position peaked at $218K in Q1 2025.
1,562 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Ethos Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.