KPPF
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Klein Pavlis & Peasley Financial’s Oneok OKE Stock Holding History

Klein Pavlis & Peasley Financial’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
-55,540
Closed -$4.53M – 94
2025
Q2 		$4.53M Buy
55,540
+7,070
+15% +$589K 3.03% 7
2025
Q1 		$4.82M Buy
48,470
+2,651
+6% +$263K 3.47% 7
2024
Q4 		$4.6M Sell
45,819
-5,338
-10% -$546K 3.72% 4
2024
Q3 		$4.66M Buy
51,157
+951
+2% +$82.7K 3.73% 3
2024
Q2 		$4.09M Sell
50,206
-7,202
-13% -$575K 3.64% 3
2024
Q1 		$4.6M Sell
57,408
-11,219
-16% -$819K 4.16% 3
2023
Q4 		$4.82M Buy
+68,627
New +$4.6M 4.49% 3

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