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Secure Asset Management’s Oneok OKE Stock Holding History

Secure Asset Management’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
-2,092
Closed -$210K – 349
2024
Q4 		$210K Sell
2,092
-180
-8% -$18.4K 0.03% 301
2024
Q3 		$207K Buy
+2,272
New +$198K 0.03% 295
2020
Q1 		– Sell
-3,831
Closed -$290K – 140
2019
Q4 		$290K Buy
+3,831
New +$274K 0.2% 115

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Secure Asset Management's OKE Position: Q1 2025 in Review

Secure Asset Management sold out of Oneok (OKE) in Q1 2025, closing a stake of 2,092 shares — an estimated $210K sold.

Secure Asset Management first reported a position in OKE in Q4 2019 and held it in 3 quarters. The position peaked at $290K in Q4 2019. 1,620 funds tracked by Wall St. Rank hold OKE as of Q1 2025.

  • Secure Asset Management reported no remaining Oneok position as of Q1 2025 after selling out during the quarter.
  • Secure Asset Management sold 2,092 Oneok shares in Q1 2025, an estimated $210K.
  • Secure Asset Management first reported a position in Oneok in Q4 2019 and held it in 3 quarters.
  • Secure Asset Management's Oneok position peaked at $290K in Q4 2019.
  • 1,620 funds tracked by Wall St. Rank held Oneok as of Q1 2025.

Based on Secure Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.