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Principle Wealth Partners’s Oneok OKE Stock Holding History

Principle Wealth Partners’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
Q1 		– Sell
-3,500
Closed -$351K – 346
2024
Q4 		$351K Sell
3,500
-153
-4% -$15.7K 0.02% 267
2024
Q3 		$333K Hold
3,653
– – 0.02% 269
2024
Q2 		$298K Hold
3,653
– – 0.02% 277
2024
Q1 		$293K Sell
3,653
-235
-6% -$17.2K 0.02% 283
2023
Q4 		$273K Sell
3,888
-2,084
-35% -$140K 0.02% 283
2023
Q3 		$379K Buy
+5,972
New +$390K 0.04% 230
2022
Q2 		– Sell
-3,005
Closed -$212K – 320
2022
Q1 		$212K Buy
+3,005
New +$192K 0.02% 302
2020
Q3 		– Sell
-3,005
Closed -$100K – 342
2020
Q2 		$100K Buy
+3,005
New +$97.9K 0.03% 215

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Principle Wealth Partners's OKE Position: Q1 2025 in Review

Principle Wealth Partners sold out of Oneok (OKE) in Q1 2025, closing a stake of 3,500 shares — an estimated $351K sold.

Principle Wealth Partners first reported a position in OKE in Q2 2020 and held it in 8 quarters. The position peaked at $379K in Q3 2023. 1,620 funds tracked by Wall St. Rank hold OKE as of Q1 2025.

  • Principle Wealth Partners reported no remaining Oneok position as of Q1 2025 after selling out during the quarter.
  • Principle Wealth Partners sold 3,500 Oneok shares in Q1 2025, an estimated $351K.
  • Principle Wealth Partners first reported a position in Oneok in Q2 2020 and held it in 8 quarters.
  • Principle Wealth Partners's Oneok position peaked at $379K in Q3 2023.
  • 1,620 funds tracked by Wall St. Rank held Oneok as of Q1 2025.

Based on Principle Wealth Partners's 13F filing for Q1 2025, filed 6 May 2025.