SIA
OKE icon

Schechter Investment Advisors’s Oneok OKE Stock Holding History

Schechter Investment 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 		$1.1M Buy
11,132
+2,528
+29% +$251K 0.09% 214
2024
Q4 		$864K Buy
8,604
+241
+3% +$24.7K 0.07% 271
2024
Q3 		$762K Buy
8,363
+419
+5% +$36.5K 0.06% 306
2024
Q2 		$648K Sell
7,944
-265
-3% -$21.2K 0.05% 318
2024
Q1 		$658K Buy
8,209
+30
+0.4% +$2.19K 0.05% 329
2023
Q4 		$574K Buy
8,179
+437
+6% +$29.3K 0.05% 332
2023
Q3 		$491K Sell
7,742
-65
-0.8% -$4.24K 0.05% 346
2023
Q2 		$482K Buy
7,807
+2,027
+35% +$125K 0.04% 392
2023
Q1 		$367K Sell
5,780
-1,470
-20% -$97.7K 0.03% 481
2022
Q4 		$476K Buy
7,250
+305
+4% +$18.7K 0.04% 516
2022
Q3 		$355K Buy
6,945
+1
+0% +$59 0.04% 635
2022
Q2 		$386K Sell
6,944
-155
-2% -$10K 0.04% 614
2022
Q1 		$501K Buy
7,099
+55
+0.8% +$3.52K 0.05% 527
2021
Q4 		$413K Buy
+7,044
New +$437K 0.04% 575

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

Schechter Investment Advisors's OKE Position: Q1 2025 in Review

Schechter Investment Advisors increased its Oneok (OKE) stake by 29% in Q1 2025, buying an estimated $251K and bringing the position to 11,132 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #214.

Schechter Investment Advisors first reported a position in OKE in Q4 2021 and has held it in 14 quarters since. 1,618 funds tracked by Wall St. Rank hold OKE as of Q1 2025.

  • Schechter Investment Advisors held 11,132 shares of Oneok worth $1.1M as of Q1 2025.
  • Schechter Investment Advisors bought 2,528 Oneok shares in Q1 2025, an estimated $251K.
  • Oneok made up 0.09% of Schechter Investment Advisors's portfolio in Q1 2025, its #214 holding.
  • Schechter Investment Advisors first reported a position in Oneok in Q4 2021 and has held it in 14 quarters since.
  • 1,618 funds tracked by Wall St. Rank held Oneok as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.