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Moisand Fitzgerald Tamayo’s Oneok OKE Stock Holding History

Moisand Fitzgerald Tamayo’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
-33
Closed -$2.41K – 560
2025
Q3 		$2.41K Hold
33
– – ﹤0.01% 495
2025
Q2 		$2.69K Hold
33
– – ﹤0.01% 476
2025
Q1 		$3.27K Hold
33
– – ﹤0.01% 452
2024
Q4 		$3.31K Hold
33
– – ﹤0.01% 461
2024
Q3 		$3.01K Hold
33
– – ﹤0.01% 489
2024
Q2 		$2.69K Hold
33
– – ﹤0.01% 471
2024
Q1 		$2.65K Hold
33
– – ﹤0.01% 467
2023
Q4 		$2.32K Sell
33
-558
-94% -$37.4K ﹤0.01% 520
2023
Q3 		$37.5K Buy
591
+558
+1,691% +$36.4K 0.01% 204
2023
Q2 		$2.04K Hold
33
– – ﹤0.01% 544
2023
Q1 		$2.1K Hold
33
– – ﹤0.01% 548
2022
Q4 		$2.17K Buy
+33
New +$2.03K ﹤0.01% 543

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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

Moisand Fitzgerald Tamayo's OKE Position: Q4 2025 in Review

Moisand Fitzgerald Tamayo sold out of Oneok (OKE) in Q4 2025, closing a stake of 33 shares — an estimated $2.41K sold.

Moisand Fitzgerald Tamayo first reported a position in OKE in Q4 2022 and held it in 12 quarters. The position peaked at $37.5K in Q3 2023. 1,550 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

  • Moisand Fitzgerald Tamayo reported no remaining Oneok position as of Q4 2025 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 33 Oneok shares in Q4 2025, an estimated $2.41K.
  • Moisand Fitzgerald Tamayo first reported a position in Oneok in Q4 2022 and held it in 12 quarters.
  • Moisand Fitzgerald Tamayo's Oneok position peaked at $37.5K in Q3 2023.
  • 1,550 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2025, filed 14 Jan 2026.