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New Century Financial Group’s Oneok OKE Stock Holding History

New Century Financial Group’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 		– Sell
-3,142
Closed -$323K – 261
2024
Q4 		$323K Buy
3,142
+113
+4% +$11.6K 0.14% 200
2024
Q3 		$276K Buy
+3,029
New +$264K 0.1% 250

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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New Century Financial Group's OKE Position: Q1 2025 in Review

New Century Financial Group sold out of Oneok (OKE) in Q1 2025, closing a stake of 3,142 shares — an estimated $323K sold.

New Century Financial Group first reported a position in OKE in Q3 2024 and held it in 2 quarters. The position peaked at $323K in Q4 2024. 1,620 funds tracked by Wall St. Rank hold OKE as of Q1 2025.

  • New Century Financial Group reported no remaining Oneok position as of Q1 2025 after selling out during the quarter.
  • New Century Financial Group sold 3,142 Oneok shares in Q1 2025, an estimated $323K.
  • New Century Financial Group first reported a position in Oneok in Q3 2024 and held it in 2 quarters.
  • New Century Financial Group's Oneok position peaked at $323K in Q4 2024.
  • 1,620 funds tracked by Wall St. Rank held Oneok as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.