Waddell & Associates’s Oneok OKE Stock Holding History

Waddell & Associates’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	-2,274	Closed	-$226K	–	246
2025 Q1	$226K	Buy	+2,274	New	+$226K	0.03%	149

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Waddell & Associates's OKE Position: Q2 2025 in Review

Waddell & Associates sold out of Oneok (OKE) in Q2 2025, closing a stake of 2,274 shares — an estimated $226K sold.

Waddell & Associates first reported a position in OKE in Q1 2025 and held it in 1 quarter. The position peaked at $226K in Q1 2025. 1,562 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

Waddell & Associates reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
Waddell & Associates sold 2,274 Oneok shares in Q2 2025, an estimated $226K.
Waddell & Associates first reported a position in Oneok in Q1 2025 and held it in 1 quarter.
Waddell & Associates's Oneok position peaked at $226K in Q1 2025.
1,562 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Waddell & Associates's 13F filing for Q2 2025, filed 12 Aug 2025.