Lee, Danner & Bass’s Oneok OKE Stock Holding History

Lee, Danner & Bass’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	-1,146	Closed	-$115K	–	562
2024 Q4	$115K	Buy	+1,146	New	+$117K	0.01%	254

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

Lee, Danner & Bass's OKE Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Oneok (OKE) in Q1 2025, closing a stake of 1,146 shares — an estimated $115K sold.

Lee, Danner & Bass first reported a position in OKE in Q4 2024 and held it in 1 quarter. The position peaked at $115K in Q4 2024. 1,618 funds tracked by Wall St. Rank hold OKE as of Q1 2025.

Lee, Danner & Bass reported no remaining Oneok position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 1,146 Oneok shares in Q1 2025, an estimated $115K.
Lee, Danner & Bass first reported a position in Oneok in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Oneok position peaked at $115K in Q4 2024.
1,618 funds tracked by Wall St. Rank held Oneok as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.