WPW
OKE icon

Waldron Private Wealth’s Oneok OKE Stock Holding History

Waldron Private 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 		– Sell
-2,605
Closed -$262K – 387
2024
Q4 		$262K Buy
2,605
+3
+0.1% +$307 0.01% 361
2024
Q3 		$237K Buy
+2,602
New +$226K 0.01% 366

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waldron Private Wealth's OKE Position: Q1 2025 in Review

Waldron Private Wealth sold out of Oneok (OKE) in Q1 2025, closing a stake of 2,605 shares — an estimated $262K sold.

Waldron Private Wealth first reported a position in OKE in Q3 2024 and held it in 2 quarters. The position peaked at $262K in Q4 2024. 1,621 funds tracked by Wall St. Rank hold OKE as of Q1 2025.

  • Waldron Private Wealth reported no remaining Oneok position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 2,605 Oneok shares in Q1 2025, an estimated $262K.
  • Waldron Private Wealth first reported a position in Oneok in Q3 2024 and held it in 2 quarters.
  • Waldron Private Wealth's Oneok position peaked at $262K in Q4 2024.
  • 1,621 funds tracked by Wall St. Rank held Oneok as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.