Wealth Advisors of Tampa Bay’s Oneok OKE Stock Holding History

Wealth Advisors of Tampa Bay’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	-317	Closed	-$31.5K	–	131
2025 Q1	$31.5K	Buy	+317	New	+$31.5K	0.01%	139

Other funds holding OKE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 1-Year Est. Return

Wealth Advisors of Tampa Bay's OKE Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of Oneok (OKE) in Q2 2025, closing a stake of 317 shares — an estimated $31.5K sold.

Wealth Advisors of Tampa Bay first reported a position in OKE in Q1 2025 and held it in 1 quarter. The position peaked at $31.5K in Q1 2025. 1,563 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 317 Oneok shares in Q2 2025, an estimated $31.5K.
Wealth Advisors of Tampa Bay first reported a position in Oneok in Q1 2025 and held it in 1 quarter.
Wealth Advisors of Tampa Bay's Oneok position peaked at $31.5K in Q1 2025.
1,563 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.