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Sonora Investment Management Group’s Oneok OKE Stock Holding History

Sonora Investment Management Group’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
Q3 		$839K Sell
11,502
-966
-8% -$74K 0.06% 138
2025
Q2 		$1.02M Sell
12,468
-1,303
-9% -$109K 0.08% 131
2025
Q1 		$1.37M Buy
13,771
+708
+5% +$70.3K 0.11% 116
2024
Q4 		$1.31M Buy
13,063
+2,633
+25% +$269K 0.1% 123
2024
Q3 		$950K Buy
10,430
+60
+0.6% +$5.22K 0.07% 138
2024
Q2 		$831K Hold
10,370
– – 0.07% 145
2024
Q1 		$831K Sell
10,370
-886
-8% -$64.7K 0.07% 145
2023
Q4 		$790K Buy
11,256
+1,455
+15% +$97.5K 0.06% 142
2023
Q3 		$622K Buy
9,801
+4,305
+78% +$281K 0.05% 151
2023
Q2 		$339K Buy
5,496
+49
+0.9% +$3.03K 0.03% 197
2023
Q1 		$346K Buy
5,447
+325
+6% +$21.6K 0.03% 192
2022
Q4 		$336K Buy
+5,122
New +$315K 0.03% 196

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sonora Investment Management Group's OKE Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Oneok (OKE) stake by 7.7% in Q3 2025, selling an estimated $74K and leaving 11,502 shares worth $839K. The position accounts for 0.06% of the portfolio, ranked #138.

Sonora Investment Management Group first reported a position in OKE in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.37M in Q1 2025. 1,485 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

  • Sonora Investment Management Group held 11,502 shares of Oneok worth $839K as of Q3 2025.
  • Sonora Investment Management Group sold 966 Oneok shares in Q3 2025, an estimated $74K.
  • Oneok made up 0.06% of Sonora Investment Management Group's portfolio in Q3 2025, its #138 holding.
  • Sonora Investment Management Group first reported a position in Oneok in Q4 2022 and has held it in 12 quarters since.
  • Sonora Investment Management Group's Oneok position peaked at $1.37M in Q1 2025.
  • 1,485 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.