Patten & Patten’s Oneok OKE Stock Holding History

Patten & Patten’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	-2,170	Closed	-$218K	–	323
2024 Q4	$218K	Sell	2,170 -36	-2%	-$3.68K	0.01%	299
2024 Q3	$201K	Buy	+2,206	New	+$192K	0.01%	309

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Patten & Patten's OKE Position: Q1 2025 in Review

Patten & Patten sold out of Oneok (OKE) in Q1 2025, closing a stake of 2,170 shares — an estimated $218K sold.

Patten & Patten first reported a position in OKE in Q3 2024 and held it in 2 quarters. The position peaked at $218K in Q4 2024. 1,620 funds tracked by Wall St. Rank hold OKE as of Q1 2025.

Patten & Patten reported no remaining Oneok position as of Q1 2025 after selling out during the quarter.
Patten & Patten sold 2,170 Oneok shares in Q1 2025, an estimated $218K.
Patten & Patten first reported a position in Oneok in Q3 2024 and held it in 2 quarters.
Patten & Patten's Oneok position peaked at $218K in Q4 2024.
1,620 funds tracked by Wall St. Rank held Oneok as of Q1 2025.

Based on Patten & Patten's 13F filing for Q1 2025, filed 7 May 2025.