Waterfront Wealth’s Oneok OKE Stock Holding History

Waterfront 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 Q2	–	Sell	-2,046	Closed	-$203K	–	268
2025 Q1	$203K	Sell	2,046 -12	-0.6%	-$1.19K	0.05%	250
2024 Q4	$207K	Buy	+2,058	New	+$211K	0.05%	245

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

Waterfront Wealth's OKE Position: Q2 2025 in Review

Waterfront Wealth sold out of Oneok (OKE) in Q2 2025, closing a stake of 2,046 shares — an estimated $203K sold.

Waterfront Wealth first reported a position in OKE in Q4 2024 and held it in 2 quarters. The position peaked at $207K in Q4 2024. 1,562 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

Waterfront Wealth reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
Waterfront Wealth sold 2,046 Oneok shares in Q2 2025, an estimated $203K.
Waterfront Wealth first reported a position in Oneok in Q4 2024 and held it in 2 quarters.
Waterfront Wealth's Oneok position peaked at $207K in Q4 2024.
1,562 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Waterfront Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.