BKM Wealth Management’s Oneok OKE Stock Holding History

BKM Wealth Management’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 Q1	–	Sell	-1,520	Closed	-$107K	–	433
2023 Q4	$107K	Buy	+1,520	New	+$102K	0.05%	196

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BKM Wealth Management's OKE Position: Q1 2024 in Review

BKM Wealth Management sold out of Oneok (OKE) in Q1 2024, closing a stake of 1,520 shares — an estimated $107K sold.

BKM Wealth Management first reported a position in OKE in Q4 2023 and held it in 1 quarter. The position peaked at $107K in Q4 2023. 1,372 funds tracked by Wall St. Rank hold OKE as of Q1 2024.

BKM Wealth Management reported no remaining Oneok position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 1,520 Oneok shares in Q1 2024, an estimated $107K.
BKM Wealth Management first reported a position in Oneok in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Oneok position peaked at $107K in Q4 2023.
1,372 funds tracked by Wall St. Rank held Oneok as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.