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Ridgewood Investments’s Oneok OKE Stock Holding History

Ridgewood Investments’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
-218
Closed -$17.8K – 534
2025
Q2 		$17.8K Hold
218
– – 0.01% 456
2025
Q1 		$21.6K Sell
218
-167
-43% -$16.6K 0.01% 418
2024
Q4 		$38.7K Hold
385
– – 0.02% 349
2024
Q3 		$35.1K Hold
385
– – 0.02% 363
2024
Q2 		$31.4K Buy
+385
New +$30.8K 0.02% 391
2023
Q3 		– Sell
-100
Closed -$6.17K – 574
2023
Q2 		$6.17K Buy
+100
New +$6.19K ﹤0.01% 569

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return