Whalen Wealth Management’s Oneok OKE Stock Holding History

Whalen Wealth 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 Q4	–	Sell	-4,213	Closed	-$307K	–	219
2025 Q3	$307K	Buy	+4,213	New	+$323K	0.18%	128

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

First Eagle Investment Management New York $59.9B AUM 27.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Whalen Wealth Management's OKE Position: Q4 2025 in Review

Whalen Wealth Management sold out of Oneok (OKE) in Q4 2025, closing a stake of 4,213 shares — an estimated $307K sold.

Whalen Wealth Management first reported a position in OKE in Q3 2025 and held it in 1 quarter. The position peaked at $307K in Q3 2025. 1,551 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

Whalen Wealth Management reported no remaining Oneok position as of Q4 2025 after selling out during the quarter.
Whalen Wealth Management sold 4,213 Oneok shares in Q4 2025, an estimated $307K.
Whalen Wealth Management first reported a position in Oneok in Q3 2025 and held it in 1 quarter.
Whalen Wealth Management's Oneok position peaked at $307K in Q3 2025.
1,551 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.