Heartwood Wealth Advisors’s Oneok OKE Stock Holding History

Heartwood 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 Q4	–	Sell	-23	Closed	-$1.68K	–	479
2025 Q3	$1.68K	Buy	+23	New	+$1.76K	﹤0.01%	511

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

First Eagle Investment Management New York $60.8B AUM 26.63% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Heartwood Wealth Advisors's OKE Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Oneok (OKE) in Q4 2025, closing a stake of 23 shares — an estimated $1.68K sold.

Heartwood Wealth Advisors first reported a position in OKE in Q3 2025 and held it in 1 quarter. The position peaked at $1.68K in Q3 2025. 1,554 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Oneok position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 23 Oneok shares in Q4 2025, an estimated $1.68K.
Heartwood Wealth Advisors first reported a position in Oneok in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Oneok position peaked at $1.68K in Q3 2025.
1,554 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.