Plan A Wealth’s Oneok OKE Stock Holding History

Plan A Wealth’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	–	Sell	-2,020	Closed	-$200K	–	160
2025 Q1	$200K	Sell	2,020 -38	-2%	-$3.77K	0.16%	110
2024 Q4	$207K	Buy	+2,058	New	+$211K	0.19%	82

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Plan A Wealth's OKE Position: Q2 2025 in Review

Plan A Wealth sold out of Oneok (OKE) in Q2 2025, closing a stake of 2,020 shares — an estimated $200K sold.

Plan A Wealth first reported a position in OKE in Q4 2024 and held it in 2 quarters. The position peaked at $207K in Q4 2024. 1,562 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

Plan A Wealth reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
Plan A Wealth sold 2,020 Oneok shares in Q2 2025, an estimated $200K.
Plan A Wealth first reported a position in Oneok in Q4 2024 and held it in 2 quarters.
Plan A Wealth's Oneok position peaked at $207K in Q4 2024.
1,562 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Plan A Wealth's 13F filing for Q2 2025, filed 6 Nov 2025.