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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jamison Private Wealth Management's OKE Position: Q3 2025 in Review

Jamison Private Wealth Management sold out of Oneok (OKE) in Q3 2025, closing a stake of 2,477 shares — an estimated $202K sold.

Jamison Private Wealth Management first reported a position in OKE in Q3 2023 and held it in 8 quarters. The position peaked at $249K in Q4 2024. 1,486 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

  • Jamison Private Wealth Management reported no remaining Oneok position as of Q3 2025 after selling out during the quarter.
  • Jamison Private Wealth Management sold 2,477 Oneok shares in Q3 2025, an estimated $202K.
  • Jamison Private Wealth Management first reported a position in Oneok in Q3 2023 and held it in 8 quarters.
  • Jamison Private Wealth Management's Oneok position peaked at $249K in Q4 2024.
  • 1,486 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on Jamison Private Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.