OKE β€” ONEOK INC NEW

Ownership history in Heronetta Management, L.P.  Β·  40 quarters on record

AI Ownership Summary

Heronetta Management, L.P. reported ONEOK INC NEW (OKE) in 40 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 9.08% in 2024 Q4. The latest visible filing shows OKE at 6.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OKE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Heronetta Management, L.P.'s position in ONEOK INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

OKE was reported at 6.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.08% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Heronetta Management, L.P. held OKE β€” position size vs. price
% of Fund (quarterly)    OKE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 141,402 -14,400 -9.2% 6.01% $10.4M 2026-02-14 (Est.) $86.11
2025 Q3 REDUCED 155,802 -1,000 -0.6% 6.23% $11.4M 2025-11-12 $67.97
2025 Q2 UNCHANGED 156,802 β€” 0% 7.13% $12.8M 2025-08-06 $73.07
2025 Q1 REDUCED 156,802 -1,450 -0.9% 8.50% $15.6M 2025-05-15 $82.51
2024 Q4 UNCHANGED 158,252 β€” 0% 9.08% $15.9M 2025-02-06 $90.76
2024 Q3 ADDED 158,252 +1,200 +0.8% 8.82% $14.4M 2024-10-31 $89.86
2024 Q2 UNCHANGED 157,052 β€” 0% 8.19% $12.8M 2024-07-30 $75.88
2024 Q1 ADDED 157,052 +400 +0.3% 8.13% $12.6M 2024-05-01 $70.50
2023 Q4 REDUCED 156,652 -34,000 -17.8% 7.79% $11.0M 2024-01-25 $62.75
31 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding OKE

As of 2026 Q1 β€” sorted by position size

BancFirst Trust & Investment Management 3Y 0.71% BEACON FINANCIAL GROUP 3Y 7Y 0.18% Vigilare Wealth Management 3Y 0.12%

FAQ About Heronetta Management, L.P. and OKE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Heronetta Management, L.P. reported owning OKE?

Heronetta Management, L.P. reported OKE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported OKE position in Heronetta Management, L.P.'s portfolio?

The largest reported portfolio weight for OKE was 9.08% in 2024 Q4.

What is the latest reported OKE position on this page?

The most recent filing on this page is 2025 Q4, when Heronetta Management, L.P. reported 141,402 shares, equal to 6.01% of portfolio, with an estimated market value of $10.4M.

What does the chart on this OKE ownership page compare?

The chart compares Heronetta Management, L.P.'s quarterly OKE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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