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Trademark Financial Management’s Oneok OKE Stock Holding History

Trademark Financial 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
-2,708
Closed -$269K – 93
2025
Q1 		$269K Hold
2,708
– – 0.21% 78
2024
Q4 		$272K Hold
2,708
– – 0.22% 78
2024
Q3 		$247K Sell
2,708
-236
-8% -$20.5K 0.2% 79
2024
Q2 		$240K Buy
+2,944
New +$235K 0.2% 78

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Trademark Financial Management's OKE Position: Q2 2025 in Review

Trademark Financial Management sold out of Oneok (OKE) in Q2 2025, closing a stake of 2,708 shares — an estimated $269K sold.

Trademark Financial Management first reported a position in OKE in Q2 2024 and held it in 4 quarters. The position peaked at $272K in Q4 2024. 1,563 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

  • Trademark Financial Management reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
  • Trademark Financial Management sold 2,708 Oneok shares in Q2 2025, an estimated $269K.
  • Trademark Financial Management first reported a position in Oneok in Q2 2024 and held it in 4 quarters.
  • Trademark Financial Management's Oneok position peaked at $272K in Q4 2024.
  • 1,563 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Trademark Financial Management's 13F filing for Q2 2025, filed 31 Jul 2025.