Rise Advisors’s Oneok OKE Stock Holding History

Rise 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	-419	Closed	-$30.6K	–	1021
2025 Q3	$30.6K	Buy	419 +11	+3%	+$842	0.01%	371
2025 Q2	$33.3K	Buy	408 +4	+1%	+$333	0.01%	317
2025 Q1	$40K	Buy	404 +33	+9%	+$3.28K	0.02%	266
2024 Q4	$37.2K	Buy	371 +9	+2%	+$921	0.02%	313
2024 Q3	$33K	Buy	362 +4	+1%	+$348	0.02%	365
2024 Q2	$29.2K	Buy	358 +49	+16%	+$3.91K	0.02%	395
2024 Q1	$24.8K	Buy	+309	New	+$22.6K	0.01%	502

Other funds holding OKE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Rise Advisors's OKE Position: Q4 2025 in Review

Rise Advisors sold out of Oneok (OKE) in Q4 2025, closing a stake of 419 shares — an estimated $30.6K sold.

Rise Advisors first reported a position in OKE in Q1 2024 and held it in 7 quarters. The position peaked at $40K in Q1 2025. 1,554 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

Rise Advisors reported no remaining Oneok position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 419 Oneok shares in Q4 2025, an estimated $30.6K.
Rise Advisors first reported a position in Oneok in Q1 2024 and held it in 7 quarters.
Rise Advisors's Oneok position peaked at $40K in Q1 2025.
1,554 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.