Lifeworks Advisors’s Oneok OKE Stock Holding History

Lifeworks Advisors’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	-3,013	Closed	-$299K	–	326
2025 Q1	$299K	Sell	3,013 -1,859	-38%	-$185K	0.05%	246
2024 Q4	$489K	Buy	4,872 +1,002	+26%	+$102K	0.09%	168
2024 Q3	$353K	Buy	+3,870	New	+$337K	0.07%	207

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 $3.37T AUM 44.26% 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

Lifeworks Advisors's OKE Position: Q2 2025 in Review

Lifeworks Advisors sold out of Oneok (OKE) in Q2 2025, closing a stake of 3,013 shares — an estimated $299K sold.

Lifeworks Advisors first reported a position in OKE in Q3 2024 and held it in 3 quarters. The position peaked at $489K in Q4 2024. 1,564 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

Lifeworks Advisors reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
Lifeworks Advisors sold 3,013 Oneok shares in Q2 2025, an estimated $299K.
Lifeworks Advisors first reported a position in Oneok in Q3 2024 and held it in 3 quarters.
Lifeworks Advisors's Oneok position peaked at $489K in Q4 2024.
1,564 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Lifeworks Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.