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Quantum Financial Advisors’s Oneok OKE Stock Holding History

Quantum Financial 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
Q1 		– Sell
-2,145
Closed -$215K – 192
2024
Q4 		$215K Buy
+2,145
New +$219K 0.03% 171

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Quantum Financial Advisors's OKE Position: Q1 2025 in Review

Quantum Financial Advisors sold out of Oneok (OKE) in Q1 2025, closing a stake of 2,145 shares — an estimated $215K sold.

Quantum Financial Advisors first reported a position in OKE in Q4 2024 and held it in 1 quarter. The position peaked at $215K in Q4 2024. 1,618 funds tracked by Wall St. Rank hold OKE as of Q1 2025.

  • Quantum Financial Advisors reported no remaining Oneok position as of Q1 2025 after selling out during the quarter.
  • Quantum Financial Advisors sold 2,145 Oneok shares in Q1 2025, an estimated $215K.
  • Quantum Financial Advisors first reported a position in Oneok in Q4 2024 and held it in 1 quarter.
  • Quantum Financial Advisors's Oneok position peaked at $215K in Q4 2024.
  • 1,618 funds tracked by Wall St. Rank held Oneok as of Q1 2025.

Based on Quantum Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.