OKE ONEOK INC NEW

Ownership history in Oxler Private Wealth LLC  ·  20 quarters on record

AI Ownership Summary

Oxler Private Wealth LLC reported ONEOK INC NEW (OKE) in 20 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.66% in 2025 Q1. The latest visible filing shows OKE at 0.99% 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 Oxler Private Wealth LLC'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 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.66% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 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 Oxler Private Wealth LLC held OKE — position size vs. price
% of Fund (quarterly)    OKE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 46,313 +680 +1.5% 0.99% $3.4M 2026-02-14 (Est.) $86.11
2025 Q3 REDUCED 45,633 -2,591 -5.4% 0.97% $3.3M 2025-11-03 $64.48
2025 Q2 ADDED 48,224 +571 +1.2% 1.24% $3.9M 2025-08-13 $73.17
2025 Q1 ADDED 47,653 +497 +1.1% 1.66% $4.7M 2025-05-07 $76.97
2024 Q4 ADDED 47,156 +427 +0.9% 1.56% $4.7M 2025-01-23 $98.30
2024 Q3 ADDED 46,729 +537 +1.2% 1.48% $4.3M 2024-10-11 $89.61
2024 Q2 ADDED 46,192 +562 +1.2% 1.39% $3.8M 2024-07-30 $75.88
2024 Q1 ADDED 45,630 +1,299 +2.9% 1.43% $3.7M 2024-04-24 $73.29
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Oxler Private Wealth LLC and OKE

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

How long has Oxler Private Wealth LLC reported owning OKE?

Oxler Private Wealth LLC reported OKE across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported OKE position in Oxler Private Wealth LLC's portfolio?

The largest reported portfolio weight for OKE was 1.66% in 2025 Q1.

What is the latest reported OKE position on this page?

The most recent filing on this page is 2025 Q4, when Oxler Private Wealth LLC reported 46,313 shares, equal to 0.99% of portfolio, with an estimated market value of $3.4M.

What does the chart on this OKE ownership page compare?

The chart compares Oxler Private Wealth LLC'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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