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Newbridge Financial Services Group’s Oneok OKE Stock Holding History

Newbridge Financial Services 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
Q3 		– Sell
-13
Closed -$1.06K – 1359
2025
Q2 		$1.06K Sell
13
-12,698
-100% -$1.06M ﹤0.01% 1191
2025
Q1 		$1.26M Sell
12,711
-356
-3% -$35.3K 0.31% 73
2024
Q4 		$1.31M Buy
+13,067
New +$1.34M 0.34% 66
2024
Q3 		– Sell
-4,578
Closed -$373K – 961
2024
Q2 		$373K Buy
4,578
+2,252
+97% +$180K 0.14% 122
2024
Q1 		$186K Sell
2,326
-263
-10% -$19.2K 0.08% 198
2023
Q4 		$182K Sell
2,589
-242
-9% -$16.2K 0.09% 199
2023
Q3 		$180K Buy
2,831
+901
+47% +$58.8K 0.09% 200
2023
Q2 		$119K Buy
1,930
+135
+8% +$8.35K 0.06% 276
2023
Q1 		$114K Hold
1,795
– – 0.06% 298
2022
Q4 		$118K Sell
1,795
-2,937
-62% -$180K 0.07% 269
2022
Q3 		$242K Buy
4,732
+4,114
+666% +$245K 0.14% 160
2022
Q2 		$34K Sell
618
-1,273
-67% -$82.5K 0.02% 494
2022
Q1 		$134K Sell
1,891
-787
-29% -$50.4K 0.07% 256
2021
Q4 		$157K Buy
2,678
+1,838
+219% +$114K 0.07% 231
2021
Q3 		$49K Sell
840
-75
-8% -$4.03K 0.03% 420
2021
Q2 		$51K Buy
915
+875
+2,188% +$46.6K 0.03% 440
2021
Q1 		$2K Hold
40
– – ﹤0.01% 1185
2020
Q4 		$2K Hold
40
– – ﹤0.01% 972
2020
Q3 		$1K Buy
+40
New +$1.11K ﹤0.01% 991

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Newbridge Financial Services Group's OKE Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of Oneok (OKE) in Q3 2025, closing a stake of 13 shares — an estimated $1.06K sold.

Newbridge Financial Services Group first reported a position in OKE in Q3 2020 and held it in 19 quarters. The position peaked at $1.31M in Q4 2024. 1,485 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

  • Newbridge Financial Services Group reported no remaining Oneok position as of Q3 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 13 Oneok shares in Q3 2025, an estimated $1.06K.
  • Newbridge Financial Services Group first reported a position in Oneok in Q3 2020 and held it in 19 quarters.
  • Newbridge Financial Services Group's Oneok position peaked at $1.31M in Q4 2024.
  • 1,485 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.