Evoke Wealth’s Oneok OKE Stock Holding History

Evoke Wealth’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	-2,253	Closed	-$224K	–	612
2025 Q1	$224K	Sell	2,253 -892	-28%	-$88.5K	0.01%	399
2024 Q4	$316K	Sell	3,145 -78	-2%	-$7.98K	0.01%	335
2024 Q3	$294K	Buy	+3,223	New	+$280K	0.01%	341
2024 Q2	–	Sell	-2,866	Closed	-$230K	–	303
2024 Q1	$230K	Buy	+2,866	New	+$209K	0.01%	359
2022 Q4	–	Sell	-2,091	Closed	-$107K	–	886
2022 Q3	$107K	Hold	2,091	–	–	﹤0.01%	404
2022 Q2	$116K	Sell	2,091 -39	-2%	-$2.53K	﹤0.01%	393
2022 Q1	$150K	Buy	2,130 +42	+2%	+$2.69K	﹤0.01%	388
2021 Q4	$123K	Buy	2,088 +30	+1%	+$1.86K	﹤0.01%	418
2021 Q3	$119K	Buy	2,058 +2,000	+3,448%	+$107K	﹤0.01%	403
2021 Q2	$3K	Sell	58 -105	-64%	-$5.59K	﹤0.01%	996
2021 Q1	$8K	Buy	163 +112	+220%	+$5.09K	﹤0.01%	732
2020 Q4	$2K	Sell	51 -117	-70%	-$3.93K	﹤0.01%	902
2020 Q3	$4K	Sell	168 -107	-39%	-$2.98K	﹤0.01%	722
2020 Q2	$9K	Sell	275 -139	-34%	-$4.53K	﹤0.01%	568
2020 Q1	$9.04K	Sell	414 -2,078	-83%	-$127K	﹤0.01%	518
2019 Q4	$189K	Buy	2,492 +267	+12%	+$19.1K	0.02%	230
2019 Q3	$164K	Buy	+2,225	New	+$157K	0.02%	294

Other funds holding OKE

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

BlackRock New York $5.7T 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

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

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