Insigneo Advisory Services’s Oneok OKE Stock Holding History

Insigneo Advisory Services’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 Q3	–	Sell	-2,633	Closed	-$215K	–	766
2025 Q2	$215K	Buy	2,633 +69	+3%	+$5.75K	0.02%	550
2025 Q1	$254K	Buy	+2,564	New	+$255K	0.03%	454

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Insigneo Advisory Services's OKE Position: Q3 2025 in Review

Insigneo Advisory Services sold out of Oneok (OKE) in Q3 2025, closing a stake of 2,633 shares — an estimated $215K sold.

Insigneo Advisory Services first reported a position in OKE in Q1 2025 and held it in 2 quarters. The position peaked at $254K in Q1 2025. 1,483 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

Insigneo Advisory Services reported no remaining Oneok position as of Q3 2025 after selling out during the quarter.
Insigneo Advisory Services sold 2,633 Oneok shares in Q3 2025, an estimated $215K.
Insigneo Advisory Services first reported a position in Oneok in Q1 2025 and held it in 2 quarters.
Insigneo Advisory Services's Oneok position peaked at $254K in Q1 2025.
1,483 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on Insigneo Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.