QFPS
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Quantum Financial Planning Services’s Oneok OKE Stock Holding History

Quantum Financial Planning Services’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
-6,200
Closed -$506K – 51
2025
Q2 		$506K Buy
+6,200
New +$517K 0.24% 19

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

Quantum Financial Planning Services's OKE Position: Q3 2025 in Review

Quantum Financial Planning Services sold out of Oneok (OKE) in Q3 2025, closing a stake of 6,200 shares — an estimated $506K sold.

Quantum Financial Planning Services first reported a position in OKE in Q2 2025 and held it in 1 quarter. The position peaked at $506K in Q2 2025. 1,483 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

  • Quantum Financial Planning Services reported no remaining Oneok position as of Q3 2025 after selling out during the quarter.
  • Quantum Financial Planning Services sold 6,200 Oneok shares in Q3 2025, an estimated $506K.
  • Quantum Financial Planning Services first reported a position in Oneok in Q2 2025 and held it in 1 quarter.
  • Quantum Financial Planning Services's Oneok position peaked at $506K in Q2 2025.
  • 1,483 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on Quantum Financial Planning Services's 13F filing for Q3 2025, filed 14 Oct 2025.