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Mowery & Schoenfeld Wealth Management’s Oneok OKE Stock Holding History

Mowery & Schoenfeld 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
-134
Closed -$9.81K – 488
2025
Q3 		$9.81K Hold
134
– – 0.02% 220
2025
Q2 		$11K Hold
134
– – 0.02% 214
2025
Q1 		$13.3K Sell
134
-18
-12% -$1.79K 0.03% 241
2024
Q4 		$15.3K Buy
+152
New +$15.5K 0.03% 188

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

Mowery & Schoenfeld Wealth Management's OKE Position: Q4 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Oneok (OKE) in Q4 2025, closing a stake of 134 shares — an estimated $9.81K sold.

Mowery & Schoenfeld Wealth Management first reported a position in OKE in Q4 2024 and held it in 4 quarters. The position peaked at $15.3K in Q4 2024. 1,551 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Oneok position as of Q4 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 134 Oneok shares in Q4 2025, an estimated $9.81K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Oneok in Q4 2024 and held it in 4 quarters.
  • Mowery & Schoenfeld Wealth Management's Oneok position peaked at $15.3K in Q4 2024.
  • 1,551 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.