NorthRock Partners’s Oneok OKE Stock Holding History

NorthRock Partners’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 Q3	–	Sell	-200	Closed	-$16.3K	–	899
2025 Q2	$16.3K	Buy	+200	New	+$16.7K	﹤0.01%	680

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

First Eagle Investment Management New York $59B AUM 32.99% 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

NorthRock Partners's OKE Position: Q4 2025 in Review

NorthRock Partners sold out of Oneok (OKE) in Q4 2025, closing a stake of 6,424 shares — an estimated $469K sold.

NorthRock Partners first reported a position in OKE in Q4 2019 and held it in 9 quarters. The position peaked at $587K in Q3 2024. 1,551 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

NorthRock Partners reported no remaining Oneok position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 6,424 Oneok shares in Q4 2025, an estimated $469K.
NorthRock Partners first reported a position in Oneok in Q4 2019 and held it in 9 quarters.
NorthRock Partners's Oneok position peaked at $587K in Q3 2024.
1,551 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.