Van Hulzen Asset Management’s Oneok OKE Stock Holding History

Van Hulzen Asset 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 Q1	–	Sell	-289	Closed	-$29K	–	846
2024 Q4	$29K	Buy	+289	New	+$29.6K	﹤0.01%	615

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Van Hulzen Asset Management's OKE Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Oneok (OKE) in Q1 2025, closing a stake of 289 shares — an estimated $29K sold.

Van Hulzen Asset Management first reported a position in OKE in Q4 2024 and held it in 1 quarter. The position peaked at $29K in Q4 2024. 1,618 funds tracked by Wall St. Rank hold OKE as of Q1 2025.

Van Hulzen Asset Management reported no remaining Oneok position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 289 Oneok shares in Q1 2025, an estimated $29K.
Van Hulzen Asset Management first reported a position in Oneok in Q4 2024 and held it in 1 quarter.
Van Hulzen Asset Management's Oneok position peaked at $29K in Q4 2024.
1,618 funds tracked by Wall St. Rank held Oneok as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.