FMWA
OKE icon

Forvis Mazars Wealth Advisors’s Oneok OKE Stock Holding History

Forvis Mazars Wealth Advisors’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
Q1 		– Sell
-3,250
Closed -$326K – 417
2024
Q4 		$326K Buy
3,250
+3
+0.1% +$307 0.01% 366
2024
Q3 		$296K Buy
+3,247
New +$283K 0.01% 385

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forvis Mazars Wealth Advisors's OKE Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of Oneok (OKE) in Q1 2025, closing a stake of 3,250 shares — an estimated $326K sold.

Forvis Mazars Wealth Advisors first reported a position in OKE in Q3 2024 and held it in 2 quarters. The position peaked at $326K in Q4 2024. 1,621 funds tracked by Wall St. Rank hold OKE as of Q1 2025.

  • Forvis Mazars Wealth Advisors reported no remaining Oneok position as of Q1 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 3,250 Oneok shares in Q1 2025, an estimated $326K.
  • Forvis Mazars Wealth Advisors first reported a position in Oneok in Q3 2024 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Oneok position peaked at $326K in Q4 2024.
  • 1,621 funds tracked by Wall St. Rank held Oneok as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.