LI
OKE icon

LifeWealth Investments’s Oneok OKE Stock Holding History

LifeWealth Investments’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
Q4 		– Sell
-4,353
Closed -$318K – 204
2025
Q3 		$318K Sell
4,353
-68
-2% -$5.21K 0.05% 193
2025
Q2 		$361K Sell
4,421
-315
-7% -$26.3K 0.06% 191
2025
Q1 		$470K Buy
4,736
+1,269
+37% +$126K 0.1% 131
2024
Q4 		$348K Buy
+3,467
New +$355K 0.23% 96

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LifeWealth Investments's OKE Position: Q4 2025 in Review

LifeWealth Investments sold out of Oneok (OKE) in Q4 2025, closing a stake of 4,353 shares — an estimated $318K sold.

LifeWealth Investments first reported a position in OKE in Q4 2024 and held it in 4 quarters. The position peaked at $470K in Q1 2025. 1,554 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

  • LifeWealth Investments reported no remaining Oneok position as of Q4 2025 after selling out during the quarter.
  • LifeWealth Investments sold 4,353 Oneok shares in Q4 2025, an estimated $318K.
  • LifeWealth Investments first reported a position in Oneok in Q4 2024 and held it in 4 quarters.
  • LifeWealth Investments's Oneok position peaked at $470K in Q1 2025.
  • 1,554 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.