OKE β€” ONEOK INC NEW

Ownership history in Blackstone Inc.  Β·  24 quarters on record

This page tracks every 13F SEC filing in which Blackstone Inc. reported a position in ONEOK INC NEW (OKE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.33% (2017 Q4)
πŸ“Š Avg. % of fund
0.35%
πŸ“… First filed
2017 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
24

Position Intelligence

Blackstone Inc. Γ— OKE AI Analytics

πŸ“ˆ Blackstone Inc. outperformed the S&P 500 by +9.5% annually on this OKE position. Timing score: 57% (12/21 decisions correct). Average cost basis: $44.41. Maximum drawdown during holding period: –25.3%.

πŸ“ˆ Position Alpha vs SPY
+9.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 9.5% per year on this position.
22 quarters analyzed

⏱️ Timing Score
57%

βœ… Decent timing β€” more right than wrong on entries and exits.
12 of 21 add/trim decisions correct

πŸ’° Entry Quality
$44.41
+63.3% vs current ($72.51)

Best entry: $18.56 (2020 Q3)  Β·  Worst: $93.98 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–25.3%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
39%
buy-side decisions

9 adds Β· 14 trims. Bought during 5 of 7 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Blackstone Inc. has been actively increasing its OKE allocation β€” a bullish signal from insiders.
Currently 1.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    OKE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,524,100 -18,340 -0.5% 1.02% $259.0M $72.51
2025 Q3 ADDED 3,542,440 +3,204,767 +949.1% 1.04% $258.5M $70.88
2025 Q2 ADDED 337,673 +50,100 +17.4% 0.12% $27.6M $78.29
2025 Q1 ADDED 287,573 +10,059 +3.6% 0.12% $28.5M $93.98
2024 Q4 REDUCED 277,514 -62,562 -18.4% 0.13% $27.9M $94.09
2024 Q3 REDUCED 340,076 -14,474 -4.1% 0.14% $31.0M $84.53
2024 Q2 UNCHANGED 354,550 β€” 0% 0.12% $28.9M $74.75
2024 Q1 REDUCED 354,550 -36,109 -9.2% 0.11% $28.4M $72.59
2023 Q4 REDUCED 390,659 -3,187,657 -89.1% 0.12% $27.4M $62.69
2023 Q3 ADDED 3,578,316 +3,478,316 +3478.3% 0.95% $227.0M $55.80
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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