MW
OKE icon

Marcum Wealth’s Oneok OKE Stock Holding History

Marcum Wealth’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
Q1 		$1.02M Buy
10,250
+108
+1% +$10.7K 0.09% 112
2024
Q4 		$1.02M Buy
10,142
+195
+2% +$19.9K 0.09% 112
2024
Q3 		$906K Buy
9,947
+176
+2% +$15.3K 0.08% 122
2024
Q2 		$797K Buy
9,771
+461
+5% +$36.8K 0.08% 126
2024
Q1 		$746K Buy
9,310
+265
+3% +$19.3K 0.08% 135
2023
Q4 		$635K Sell
9,045
-1,148
-11% -$76.9K 0.07% 146
2023
Q3 		$647K Buy
10,193
+2,473
+32% +$161K 0.08% 136
2023
Q2 		$476K Buy
7,720
+175
+2% +$10.8K 0.06% 182
2023
Q1 		$479K Buy
7,545
+182
+2% +$12.1K 0.06% 181
2022
Q4 		$484K Buy
7,363
+778
+12% +$47.8K 0.06% 170
2022
Q3 		$337K Buy
+6,585
New +$392K 0.05% 218

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marcum Wealth's OKE Position: Q1 2025 in Review

Marcum Wealth increased its Oneok (OKE) stake by 1.1% in Q1 2025, buying an estimated $10.7K and bringing the position to 10,250 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #112.

Marcum Wealth first reported a position in OKE in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2024. 1,619 funds tracked by Wall St. Rank hold OKE as of Q1 2025.

  • Marcum Wealth held 10,250 shares of Oneok worth $1.02M as of Q1 2025.
  • Marcum Wealth bought 108 Oneok shares in Q1 2025, an estimated $10.7K.
  • Oneok made up 0.09% of Marcum Wealth's portfolio in Q1 2025, its #112 holding.
  • Marcum Wealth first reported a position in Oneok in Q3 2022 and has held it in 11 quarters since.
  • Marcum Wealth's Oneok position peaked at $1.02M in Q4 2024.
  • 1,619 funds tracked by Wall St. Rank held Oneok as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.