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Bristlecone Advisors’s Oneok OKE Stock Holding History

Bristlecone Advisors’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
-8,366
Closed -$830K – 341
2025
Q1 		$830K Sell
8,366
-194
-2% -$19.3K 0.07% 161
2024
Q4 		$859K Sell
8,560
-17
-0.2% -$1.74K 0.07% 158
2024
Q3 		$782K Sell
8,577
-81
-0.9% -$7.05K 0.06% 154
2024
Q2 		$706K Sell
8,658
-232
-3% -$18.5K 0.06% 156
2024
Q1 		$713K Hold
8,890
– – 0.06% 158
2023
Q4 		$624K Hold
8,890
– – 0.06% 161
2023
Q3 		$564K Buy
+8,890
New +$580K 0.06% 160
2020
Q1 		– Sell
-8,145
Closed -$616K – 190
2019
Q4 		$616K Buy
+8,145
New +$582K 0.12% 123
2019
Q3 		– Sell
-8,103
Closed -$558K – 168
2019
Q2 		$558K Buy
+8,103
New +$546K 0.13% 117

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bristlecone Advisors's OKE Position: Q2 2025 in Review

Bristlecone Advisors sold out of Oneok (OKE) in Q2 2025, closing a stake of 8,366 shares — an estimated $830K sold.

Bristlecone Advisors first reported a position in OKE in Q2 2019 and held it in 9 quarters. The position peaked at $859K in Q4 2024. 1,562 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

  • Bristlecone Advisors reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 8,366 Oneok shares in Q2 2025, an estimated $830K.
  • Bristlecone Advisors first reported a position in Oneok in Q2 2019 and held it in 9 quarters.
  • Bristlecone Advisors's Oneok position peaked at $859K in Q4 2024.
  • 1,562 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.