Iron Horse Wealth Management’s Oneok OKE Stock Holding History

Iron Horse Wealth Management’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	$147K	Buy	1,805 +150	+9%	+$12.5K	0.04%	65
2025 Q1	$164K	Buy	1,655 +32	+2%	+$3.18K	0.05%	58
2024 Q4	$163K	Hold	1,623	–	–	0.05%	60
2024 Q3	$148K	Buy	1,623 +44	+3%	+$3.83K	0.05%	56
2024 Q2	$129K	Buy	+1,579	New	+$126K	0.05%	57
2023 Q4	–	Sell	-166	Closed	-$10.5K	–	512
2023 Q3	$10.5K	Buy	+166	New	+$10.8K	0.01%	177
2023 Q1	–	Sell	-32	Closed	-$2K	–	371
2022 Q4	$2K	Buy	+32	New	+$1.97K	﹤0.01%	201
2022 Q3	–	Sell	-32	Closed	-$2K	–	232
2022 Q2	$2K	Sell	32 -25	-44%	-$1.62K	﹤0.01%	199
2022 Q1	$4K	Hold	57	–	–	﹤0.01%	173
2021 Q4	$3K	Hold	57	–	–	﹤0.01%	165
2021 Q3	$3K	Sell	57 -618	-92%	-$33.2K	﹤0.01%	148
2021 Q2	$38K	Hold	675	–	–	0.03%	73
2021 Q1	$34K	Hold	675	–	–	0.03%	75
2020 Q4	$26K	Buy	+675	New	+$22.7K	0.02%	80

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

Norges Bank Oslo, Norway $935B AUM

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

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

Iron Horse Wealth Management's OKE Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Oneok (OKE) stake by 9.1% in Q2 2025, buying an estimated $12.5K and bringing the position to 1,805 shares worth $147K. The position accounts for 0.04% of the portfolio, ranked #65.

Iron Horse Wealth Management first reported a position in OKE in Q4 2020 and has held it in 14 quarters since. The position peaked at $164K in Q1 2025. 1,562 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

Iron Horse Wealth Management held 1,805 shares of Oneok worth $147K as of Q2 2025.
Iron Horse Wealth Management bought 150 Oneok shares in Q2 2025, an estimated $12.5K.
Oneok made up 0.04% of Iron Horse Wealth Management's portfolio in Q2 2025, its #65 holding.
Iron Horse Wealth Management first reported a position in Oneok in Q4 2020 and has held it in 14 quarters since.
Iron Horse Wealth Management's Oneok position peaked at $164K in Q1 2025.
1,562 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.