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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 – 533
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 – 571
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ridgewood Investments's OKE Position: Q3 2025 in Review

Ridgewood Investments sold out of Oneok (OKE) in Q3 2025, closing a stake of 218 shares — an estimated $17.8K sold.

Ridgewood Investments first reported a position in OKE in Q2 2023 and held it in 6 quarters. The position peaked at $38.7K in Q4 2024. 1,485 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

  • Ridgewood Investments reported no remaining Oneok position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 218 Oneok shares in Q3 2025, an estimated $17.8K.
  • Ridgewood Investments first reported a position in Oneok in Q2 2023 and held it in 6 quarters.
  • Ridgewood Investments's Oneok position peaked at $38.7K in Q4 2024.
  • 1,485 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.