Griffith & Werner’s Oneok OKE Stock Holding History

Griffith & Werner’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 Q1	–	Sell	-2,000	Closed	-$201K	–	69
2024 Q4	$201K	Buy	+2,000	New	+$205K	0.13%	68

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Griffith & Werner's OKE Position: Q1 2025 in Review

Griffith & Werner sold out of Oneok (OKE) in Q1 2025, closing a stake of 2,000 shares — an estimated $201K sold.

Griffith & Werner first reported a position in OKE in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 1,618 funds tracked by Wall St. Rank hold OKE as of Q1 2025.

Griffith & Werner reported no remaining Oneok position as of Q1 2025 after selling out during the quarter.
Griffith & Werner sold 2,000 Oneok shares in Q1 2025, an estimated $201K.
Griffith & Werner first reported a position in Oneok in Q4 2024 and held it in 1 quarter.
Griffith & Werner's Oneok position peaked at $201K in Q4 2024.
1,618 funds tracked by Wall St. Rank held Oneok as of Q1 2025.

Based on Griffith & Werner's 13F filing for Q1 2025, filed 14 Apr 2025.