Smith Salley Wealth Management’s Oneok OKE Stock Holding History

Smith Salley Wealth 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 Q2	–	Sell	-2,037	Closed	-$202K	–	263
2025 Q1	$202K	Buy	+2,037	New	+$202K	0.01%	239
2014 Q3	–	Sell	-3,045	Closed	-$207K	–	185
2014 Q2	$207K	Buy	+3,045	New	+$193K	0.06%	180

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

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Smith Salley Wealth Management's OKE Position: Q2 2025 in Review

Smith Salley Wealth Management sold out of Oneok (OKE) in Q2 2025, closing a stake of 2,037 shares — an estimated $202K sold.

Smith Salley Wealth Management first reported a position in OKE in Q2 2014 and held it in 2 quarters. The position peaked at $207K in Q2 2014. 1,564 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

Smith Salley Wealth Management reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
Smith Salley Wealth Management sold 2,037 Oneok shares in Q2 2025, an estimated $202K.
Smith Salley Wealth Management first reported a position in Oneok in Q2 2014 and held it in 2 quarters.
Smith Salley Wealth Management's Oneok position peaked at $207K in Q2 2014.
1,564 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Smith Salley Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.