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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

B.O.S.S. Retirement Advisors's OKE Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Oneok (OKE) in Q4 2024, closing a stake of 17,930 shares — an estimated $1.63M sold.

B.O.S.S. Retirement Advisors first reported a position in OKE in Q4 2022 and held it in 8 quarters. The position peaked at $2.45M in Q4 2022. 1,628 funds tracked by Wall St. Rank hold OKE as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Oneok position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 17,930 Oneok shares in Q4 2024, an estimated $1.63M.
  • B.O.S.S. Retirement Advisors first reported a position in Oneok in Q4 2022 and held it in 8 quarters.
  • B.O.S.S. Retirement Advisors's Oneok position peaked at $2.45M in Q4 2022.
  • 1,628 funds tracked by Wall St. Rank held Oneok as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.