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Park Square Financial Group’s Oneok OKE Stock Holding History

Park Square 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
Q3 		– Sell
-50
Closed -$4.08K – 734
2025
Q2 		$4.08K Sell
50
-65
-57% -$5.42K ﹤0.01% 768
2025
Q1 		$11.4K Hold
115
– – 0.01% 563
2024
Q4 		$11.5K Buy
+115
New +$11.8K 0.01% 560

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

Park Square Financial Group's OKE Position: Q3 2025 in Review

Park Square Financial Group sold out of Oneok (OKE) in Q3 2025, closing a stake of 50 shares — an estimated $4.08K sold.

Park Square Financial Group first reported a position in OKE in Q4 2024 and held it in 3 quarters. The position peaked at $11.5K in Q4 2024. 1,483 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

  • Park Square Financial Group reported no remaining Oneok position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 50 Oneok shares in Q3 2025, an estimated $4.08K.
  • Park Square Financial Group first reported a position in Oneok in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Oneok position peaked at $11.5K in Q4 2024.
  • 1,483 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.