Patrick M. Sweeney & Associates’s Oneok OKE Stock Holding History

Patrick M. Sweeney & Associates’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
2026 Q1	$382K	Buy	4,232 +3	+0.1%	+$247	0.25%	106
2025 Q4	$311K	Sell	4,229 -12	-0.3%	-$850	0.19%	119
2025 Q3	$309K	Buy	4,241 +187	+5%	+$14.3K	0.2%	119
2025 Q2	$333K	Buy	4,054 +103	+3%	+$8.59K	0.23%	109
2025 Q1	$392K	Buy	3,951 +56	+1%	+$5.56K	0.29%	86
2024 Q4	$391K	Sell	3,895 -70	-2%	-$7.16K	0.29%	85
2024 Q3	$361K	Buy	3,965 +313	+9%	+$27.2K	0.27%	98
2024 Q2	$298K	Buy	3,652 +166	+5%	+$13.3K	0.24%	106
2024 Q1	$279K	Buy	3,486 +291	+9%	+$21.2K	0.23%	106
2023 Q4	$224K	Buy	+3,195	New	+$214K	0.21%	110

Other funds holding OKE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Patrick M. Sweeney & Associates's OKE Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Oneok (OKE) stake by 0.07% in Q1 2026, buying an estimated $247 and bringing the position to 4,232 shares worth $382K. The position accounts for 0.25% of the portfolio, ranked #106.

Patrick M. Sweeney & Associates first reported a position in OKE in Q4 2023 and has held it in 10 quarters since. The position peaked at $392K in Q1 2025. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Patrick M. Sweeney & Associates held 4,232 shares of Oneok worth $382K as of Q1 2026.
Patrick M. Sweeney & Associates bought 3 Oneok shares in Q1 2026, an estimated $247.
Oneok made up 0.25% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #106 holding.
Patrick M. Sweeney & Associates first reported a position in Oneok in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Oneok position peaked at $392K in Q1 2025.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.