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Modera Wealth Management’s Oneok OKE Stock Holding History

Modera Wealth Management’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
-3,712
Closed -$271K – 660
2025
Q3 		$271K Sell
3,712
-1,732
-32% -$133K ﹤0.01% 560
2025
Q2 		$444K Buy
5,444
+1,729
+47% +$144K 0.01% 468
2025
Q1 		$369K Sell
3,715
-845
-19% -$83.9K 0.01% 477
2024
Q4 		$458K Sell
4,560
-123
-3% -$12.6K 0.01% 458
2024
Q3 		$427K Buy
4,683
+2
+0% +$174 0.01% 434
2024
Q2 		$382K Buy
4,681
+4
+0.1% +$320 0.01% 437
2024
Q1 		$375K Buy
+4,677
New +$341K 0.01% 437
2023
Q4 		– Sell
-3,949
Closed -$250K – 542
2023
Q3 		$250K Buy
+3,949
New +$258K ﹤0.01% 482
2022
Q1 		– Sell
-5,065
Closed -$297K – 518
2021
Q4 		$297K Buy
+5,065
New +$314K 0.01% 417
2020
Q1 		– Sell
-3,937
Closed -$298K – 159
2019
Q4 		$298K Hold
3,937
– – 0.05% 105
2019
Q3 		$290K Sell
3,937
-1,324
-25% -$93.7K 0.05% 105
2019
Q2 		$362K Buy
+5,261
New +$355K 0.07% 93

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 $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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Modera Wealth Management's OKE Position: Q4 2025 in Review

Modera Wealth Management sold out of Oneok (OKE) in Q4 2025, closing a stake of 3,712 shares — an estimated $271K sold.

Modera Wealth Management first reported a position in OKE in Q2 2019 and held it in 12 quarters. The position peaked at $458K in Q4 2024. 1,551 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

  • Modera Wealth Management reported no remaining Oneok position as of Q4 2025 after selling out during the quarter.
  • Modera Wealth Management sold 3,712 Oneok shares in Q4 2025, an estimated $271K.
  • Modera Wealth Management first reported a position in Oneok in Q2 2019 and held it in 12 quarters.
  • Modera Wealth Management's Oneok position peaked at $458K in Q4 2024.
  • 1,551 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on Modera Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.