Rothschild Capital Partners’s Oneok OKE Stock Holding History

Rothschild Capital 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 Q2	–	Sell	-2,097	Closed	-$208K	–	96
2025 Q1	$208K	Hold	2,097	–	–	0.05%	89
2024 Q4	$211K	Buy	+2,097	New	+$215K	0.05%	92

Other funds holding OKE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Rothschild Capital Partners's OKE Position: Q2 2025 in Review

Rothschild Capital Partners sold out of Oneok (OKE) in Q2 2025, closing a stake of 2,097 shares — an estimated $208K sold.

Rothschild Capital Partners first reported a position in OKE in Q4 2024 and held it in 2 quarters. The position peaked at $211K in Q4 2024. 1,562 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

Rothschild Capital Partners reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
Rothschild Capital Partners sold 2,097 Oneok shares in Q2 2025, an estimated $208K.
Rothschild Capital Partners first reported a position in Oneok in Q4 2024 and held it in 2 quarters.
Rothschild Capital Partners's Oneok position peaked at $211K in Q4 2024.
1,562 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Rothschild Capital Partners's 13F filing for Q2 2025, filed 30 Jul 2025.