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Atwood & Palmer’s Oneok OKE Stock Holding History

Atwood & Palmer’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
-858
Closed -$62.6K – 497
2025
Q3 		$62.6K Hold
858
– – ﹤0.01% 226
2025
Q2 		$70K Buy
+858
New +$71.5K ﹤0.01% 217
2015
Q3 		– Sell
-1,000
Closed -$39K – 454
2015
Q2 		$39K Hold
1,000
– – 0.01% 201
2015
Q1 		$48K Hold
1,000
– – 0.01% 186
2014
Q4 		$50K Hold
1,000
– – 0.01% 196
2014
Q3 		$66K Hold
1,000
– – 0.01% 191
2014
Q2 		$68K Buy
+1,000
New +$63.3K 0.02% 176

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Atwood & Palmer's OKE Position: Q4 2025 in Review

Atwood & Palmer sold out of Oneok (OKE) in Q4 2025, closing a stake of 858 shares — an estimated $62.6K sold.

Atwood & Palmer first reported a position in OKE in Q2 2014 and held it in 7 quarters. The position peaked at $70K in Q2 2025. 1,551 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

  • Atwood & Palmer reported no remaining Oneok position as of Q4 2025 after selling out during the quarter.
  • Atwood & Palmer sold 858 Oneok shares in Q4 2025, an estimated $62.6K.
  • Atwood & Palmer first reported a position in Oneok in Q2 2014 and held it in 7 quarters.
  • Atwood & Palmer's Oneok position peaked at $70K in Q2 2025.
  • 1,551 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on Atwood & Palmer's 13F filing for Q4 2025, filed 28 Jan 2026.