JDM Financial Group’s Oneok OKE Stock Holding History

JDM Financial Group’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	–	Sell	-12	Closed	-$1.19K	–	294
2025 Q1	$1.19K	Hold	12	–	–	﹤0.01%	266
2024 Q4	$1.21K	Hold	12	–	–	﹤0.01%	280
2024 Q3	$1.09K	Buy	+12	New	+$1.04K	﹤0.01%	296

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 $3.38T AUM 44.17% 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

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

JDM Financial Group's OKE Position: Q2 2025 in Review

JDM Financial Group sold out of Oneok (OKE) in Q2 2025, closing a stake of 12 shares — an estimated $1.19K sold.

JDM Financial Group first reported a position in OKE in Q3 2024 and held it in 3 quarters. The position peaked at $1.21K in Q4 2024. 1,563 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

JDM Financial Group reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
JDM Financial Group sold 12 Oneok shares in Q2 2025, an estimated $1.19K.
JDM Financial Group first reported a position in Oneok in Q3 2024 and held it in 3 quarters.
JDM Financial Group's Oneok position peaked at $1.21K in Q4 2024.
1,563 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on JDM Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.