SkyOak Wealth’s Oneok OKE Stock Holding History

SkyOak Wealth’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	-3,700	Closed	-$270K	–	260
2025 Q3	$270K	Buy	+3,700	New	+$283K	0.05%	203
2022 Q3	–	Sell	-6,700	Closed	-$372K	–	230
2022 Q2	$372K	Hold	6,700	–	–	0.13%	136
2022 Q1	$473K	Hold	6,700	–	–	0.13%	136
2021 Q4	$394K	Buy	+6,700	New	+$416K	0.1%	150

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

SkyOak Wealth's OKE Position: Q4 2025 in Review

SkyOak Wealth sold out of Oneok (OKE) in Q4 2025, closing a stake of 3,700 shares — an estimated $270K sold.

SkyOak Wealth first reported a position in OKE in Q4 2021 and held it in 4 quarters. The position peaked at $473K in Q1 2022. 1,554 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

SkyOak Wealth reported no remaining Oneok position as of Q4 2025 after selling out during the quarter.
SkyOak Wealth sold 3,700 Oneok shares in Q4 2025, an estimated $270K.
SkyOak Wealth first reported a position in Oneok in Q4 2021 and held it in 4 quarters.
SkyOak Wealth's Oneok position peaked at $473K in Q1 2022.
1,554 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on SkyOak Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.