Sierra Ocean’s Oneok OKE Stock Holding History

Sierra Ocean’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	-549	Closed	-$44.9K	–	669
2025 Q2	$44.9K	Sell	549 -34	-6%	-$2.83K	0.03%	203
2025 Q1	$57.9K	Buy	583 +2	+0.3%	+$199	0.05%	156
2024 Q4	$58.4K	Buy	+581	New	+$59.4K	0.05%	152

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sierra Ocean's OKE Position: Q3 2025 in Review

Sierra Ocean sold out of Oneok (OKE) in Q3 2025, closing a stake of 549 shares — an estimated $44.9K sold.

Sierra Ocean first reported a position in OKE in Q4 2024 and held it in 3 quarters. The position peaked at $58.4K in Q4 2024. 1,483 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

Sierra Ocean reported no remaining Oneok position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 549 Oneok shares in Q3 2025, an estimated $44.9K.
Sierra Ocean first reported a position in Oneok in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Oneok position peaked at $58.4K in Q4 2024.
1,483 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.