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Prevail Innovative Wealth Advisors’s Oneok OKE Stock Holding History

Prevail Innovative Wealth Advisors’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
Q4 		– Sell
-20,481
Closed -$1.49M – 222
2025
Q3 		$1.49M Buy
20,481
+8,884
+77% +$680K 0.29% 132
2025
Q2 		$947K Buy
+11,597
New +$967K 0.21% 136

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 $3.37T AUM 44.26% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Prevail Innovative Wealth Advisors's OKE Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Oneok (OKE) in Q4 2025, closing a stake of 20,481 shares — an estimated $1.49M sold.

Prevail Innovative Wealth Advisors first reported a position in OKE in Q2 2025 and held it in 2 quarters. The position peaked at $1.49M in Q3 2025. 1,554 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Oneok position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 20,481 Oneok shares in Q4 2025, an estimated $1.49M.
  • Prevail Innovative Wealth Advisors first reported a position in Oneok in Q2 2025 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Oneok position peaked at $1.49M in Q3 2025.
  • 1,554 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.