NFC
OKE icon

Northeast Financial Consultants’s Oneok OKE Stock Holding History

Northeast Financial Consultants’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
Q2 		$1.17M Sell
14,342
-2,434
-15% -$203K 0.05% 147
2025
Q1 		$1.66M Hold
16,776
– – 0.07% 117
2024
Q4 		$1.68M Hold
16,776
– – 0.07% 115
2024
Q3 		$1.53M Buy
16,776
+32
+0.2% +$2.78K 0.07% 120
2024
Q2 		$1.37M Hold
16,744
– – 0.06% 126
2024
Q1 		$1.34M Hold
16,744
– – 0.07% 127
2023
Q4 		$1.18M Sell
16,744
-1,808
-10% -$121K 0.07% 137
2023
Q3 		$1.18M Buy
+18,552
New +$1.21M 0.07% 126

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northeast Financial Consultants's OKE Position: Q2 2025 in Review

Northeast Financial Consultants reduced its Oneok (OKE) stake by 15% in Q2 2025, selling an estimated $203K and leaving 14,342 shares worth $1.17M. The position accounts for 0.05% of the portfolio, ranked #147.

Northeast Financial Consultants first reported a position in OKE in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.68M in Q4 2024. 1,562 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

  • Northeast Financial Consultants held 14,342 shares of Oneok worth $1.17M as of Q2 2025.
  • Northeast Financial Consultants sold 2,434 Oneok shares in Q2 2025, an estimated $203K.
  • Oneok made up 0.05% of Northeast Financial Consultants's portfolio in Q2 2025, its #147 holding.
  • Northeast Financial Consultants first reported a position in Oneok in Q3 2023 and has held it in 8 quarters since.
  • Northeast Financial Consultants's Oneok position peaked at $1.68M in Q4 2024.
  • 1,562 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.