JPWM
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Jamison Private Wealth Management’s Oneok OKE Stock Holding History

Jamison Private 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
Q3 		– Sell
-2,477
Closed -$202K – 211
2025
Q2 		$202K Hold
2,477
– – 0.03% 195
2025
Q1 		$246K Hold
2,477
– – 0.04% 185
2024
Q4 		$249K Hold
2,477
– – 0.04% 187
2024
Q3 		$226K Hold
2,477
– – 0.03% 180
2024
Q2 		$202K Sell
2,477
-518
-17% -$41.4K 0.03% 173
2024
Q1 		$240K Buy
2,995
+5
+0.2% +$365 0.04% 165
2023
Q4 		$210K Hold
2,990
– – 0.04% 164
2023
Q3 		$190K Buy
+2,990
New +$195K 0.04% 162

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return