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Transform Wealth’s Oneok OKE Stock Holding History

Transform 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
Q1 		$12.7M Buy
127,944
+2,224
+2% +$221K 0.77% 40
2024
Q4 		$12.6M Buy
125,720
+23,435
+23% +$2.4M 0.7% 38
2024
Q3 		$9.32M Buy
102,285
+614
+0.6% +$53.4K 0.62% 47
2024
Q2 		$8.29M Buy
101,671
+1,773
+2% +$142K 0.62% 47
2024
Q1 		$8.01M Sell
99,898
-17,598
-15% -$1.28M 0.76% 49
2023
Q4 		$8.25M Sell
117,496
-2,371
-2% -$159K 0.8% 37
2023
Q3 		$7.6M Sell
119,867
-52,996
-31% -$3.46M 0.8% 37
2023
Q2 		$10.7M Buy
172,863
+4,593
+3% +$284K 0.96% 30
2023
Q1 		$10.7M Buy
+168,270
New +$11.2M 1.01% 30
2019
Q3 		– Sell
-3,341
Closed -$230K – 232
2019
Q2 		$230K Buy
+3,341
New +$225K 0.03% 218

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transform Wealth's OKE Position: Q1 2025 in Review

Transform Wealth increased its Oneok (OKE) stake by 1.8% in Q1 2025, buying an estimated $221K and bringing the position to 127,944 shares worth $12.7M. The position accounts for 0.77% of the portfolio, ranked #40.

Transform Wealth first reported a position in OKE in Q2 2019 and has held it in 10 quarters since. 1,619 funds tracked by Wall St. Rank hold OKE as of Q1 2025.

  • Transform Wealth held 127,944 shares of Oneok worth $12.7M as of Q1 2025.
  • Transform Wealth bought 2,224 Oneok shares in Q1 2025, an estimated $221K.
  • Oneok made up 0.77% of Transform Wealth's portfolio in Q1 2025, its #40 holding.
  • Transform Wealth first reported a position in Oneok in Q2 2019 and has held it in 10 quarters since.
  • 1,619 funds tracked by Wall St. Rank held Oneok as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.