BOSSRA
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B.O.S.S. Retirement Advisors’s Oneok OKE Stock Holding History

B.O.S.S. Retirement Advisors’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
2024
Q4 		– Sell
-17,930
Closed -$1.63M – 268
2024
Q3 		$1.63M Buy
17,930
+410
+2% +$35.7K 0.33% 86
2024
Q2 		$1.43M Sell
17,520
-3,531
-17% -$282K 0.37% 75
2024
Q1 		$1.48M Sell
21,051
-2,706
-11% -$198K 0.57% 70
2023
Q4 		$1.67M Sell
23,757
-3,711
-14% -$249K 0.32% 100
2023
Q3 		$1.74M Sell
27,468
-3,020
-10% -$197K 0.37% 91
2023
Q2 		$1.88M Sell
30,488
-4,415
-13% -$273K 0.4% 85
2023
Q1 		$2.22M Sell
34,903
-2,350
-6% -$156K 0.52% 59
2022
Q4 		$2.45M Buy
+37,253
New +$2.29M 0.63% 44

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return