Global Financial Private Client’s Oneok OKE Stock Holding History

Global Financial Private Client’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	-263	Closed	-$26.1K	–	1166
2025 Q1	$26.1K	Buy	263 +15	+6%	+$1.49K	0.01%	410
2024 Q4	$24.9K	Buy	248 +18	+8%	+$1.84K	0.01%	393
2024 Q3	$21K	Hold	230	–	–	0.01%	424
2024 Q2	$18.8K	Hold	230	–	–	0.01%	392
2024 Q1	$18.3K	Hold	230	–	–	0.01%	405
2023 Q4	$16.2K	Hold	230	–	–	0.01%	406
2023 Q3	$14.2K	Hold	230	–	–	0.01%	399
2023 Q2	$14.4K	Hold	230	–	–	0.01%	402
2023 Q1	$15K	Hold	230	–	–	0.01%	403
2022 Q4	$15.1K	Hold	230	–	–	0.01%	378
2022 Q3	$12.3K	Hold	230	–	–	0.01%	386
2022 Q2	$13.1K	Hold	230	–	–	0.01%	376
2022 Q1	$16.4K	Hold	230	–	–	0.01%	364
2021 Q4	$13.5K	Hold	230	–	–	0.01%	369
2021 Q3	$13.7K	Hold	230	–	–	0.01%	321
2021 Q2	$13.1K	Hold	230	–	–	0.01%	334
2021 Q1	$11.8K	Hold	230	–	–	0.01%	303
2020 Q4	$8.83K	Buy	230 +10	+5%	+$336	0.01%	314
2020 Q3	$5.56K	Hold	220	–	–	﹤0.01%	336
2020 Q2	$7.08K	Buy	+220	New	+$7.17K	0.01%	365
2020 Q1	–	Sell	-497	Closed	-$37.6K	–	548
2019 Q4	$37.6K	Buy	+497	New	+$35.5K	0.03%	271

Other funds holding OKE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Global Financial Private Client's OKE Position: Q2 2025 in Review

Global Financial Private Client sold out of Oneok (OKE) in Q2 2025, closing a stake of 263 shares — an estimated $26.1K sold.

Global Financial Private Client first reported a position in OKE in Q4 2019 and held it in 21 quarters. The position peaked at $37.6K in Q4 2019. 1,564 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

Global Financial Private Client reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 263 Oneok shares in Q2 2025, an estimated $26.1K.
Global Financial Private Client first reported a position in Oneok in Q4 2019 and held it in 21 quarters.
Global Financial Private Client's Oneok position peaked at $37.6K in Q4 2019.
1,564 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.