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MorganRosel Wealth Management’s Oneok OKE Stock Holding History

MorganRosel 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
Q3 		– Sell
-396
Closed -$32.3K – 272
2025
Q2 		$32.3K Hold
396
– – 0.01% 210
2025
Q1 		$39.3K Buy
+396
New +$39.3K 0.01% 181

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MorganRosel Wealth Management's OKE Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Oneok (OKE) in Q3 2025, closing a stake of 396 shares — an estimated $32.3K sold.

MorganRosel Wealth Management first reported a position in OKE in Q1 2025 and held it in 2 quarters. The position peaked at $39.3K in Q1 2025. 1,483 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Oneok position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 396 Oneok shares in Q3 2025, an estimated $32.3K.
  • MorganRosel Wealth Management first reported a position in Oneok in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Oneok position peaked at $39.3K in Q1 2025.
  • 1,483 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.