BFM
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Boston Financial Management’s Oneok OKE Stock Holding History

Boston Financial 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
Q4 		$503K Hold
5,009
– – 0.02% 239
2024
Q3 		$456K Hold
5,009
– – 0.01% 248
2024
Q2 		$408K Buy
5,009
+7
+0.1% +$559 0.01% 253
2024
Q1 		$401K Sell
5,002
-1,505
-23% -$110K 0.01% 269
2023
Q4 		$457K Hold
6,507
– – 0.02% 248
2023
Q3 		$413K Buy
+6,507
New +$425K 0.02% 241
2020
Q1 		– Sell
-3,240
Closed -$245K – 274
2019
Q4 		$245K Hold
3,240
– – 0.01% 222
2019
Q3 		$239K Sell
3,240
-700
-18% -$49.5K 0.01% 234
2019
Q2 		$271K Hold
3,940
– – 0.02% 230
2019
Q1 		$275K Sell
3,940
-50
-1% -$3.24K 0.02% 232
2018
Q4 		$215K Buy
+3,990
New +$248K 0.01% 240
2017
Q1 		– Sell
-23,494
Closed -$1.35M – 287
2016
Q4 		$1.35M Sell
23,494
-610
-3% -$32K 0.11% 166
2016
Q3 		$1.24M Sell
24,104
-2,479
-9% -$117K 0.1% 168
2016
Q2 		$1.26M Sell
26,583
-501
-2% -$19.9K 0.1% 164
2016
Q1 		$809K Sell
27,084
-7,410
-21% -$182K 0.12% 122
2015
Q4 		$851K Sell
34,494
-12,201
-26% -$366K 0.12% 127
2015
Q3 		$1.5M Sell
46,695
-19,784
-30% -$722K 0.21% 114
2015
Q2 		$2.63M Sell
66,479
-2,206
-3% -$97.8K 0.34% 92
2015
Q1 		$3.31M Buy
68,685
+1,002
+1% +$45.8K 0.41% 83
2014
Q4 		$3.37M Buy
67,683
+3,412
+5% +$188K 0.42% 79
2014
Q3 		$4.21M Buy
64,271
+747
+1% +$50.1K 0.55% 61
2014
Q2 		$4.33M Buy
63,524
+2,575
+4% +$163K 0.57% 60
2014
Q1 		$3.61M Sell
60,949
-5,269
-8% -$308K 0.48% 65
2013
Q4 		$3.6M Buy
66,218
+33,393
+102% +$1.67M 0.49% 65
2013
Q3 		$1.53M Buy
32,825
+1,963
+6% +$85.2K 0.23% 112
2013
Q2 		$1.12M Buy
+30,862
New +$1.27M 0.17% 128

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Boston Financial Management's OKE Position: Q4 2024 in Review

Boston Financial Management held its Oneok (OKE) position steady in Q4 2024 at 5,009 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #239.

Boston Financial Management first reported a position in OKE in Q2 2013 and has held it in 26 quarters since. The position peaked at $4.33M in Q2 2014. 1,627 funds tracked by Wall St. Rank hold OKE as of Q4 2024.

  • Boston Financial Management held 5,009 shares of Oneok worth $503K as of Q4 2024.
  • Boston Financial Management left its Oneok share count unchanged in Q4 2024.
  • Oneok made up 0.02% of Boston Financial Management's portfolio in Q4 2024, its #239 holding.
  • Boston Financial Management first reported a position in Oneok in Q2 2013 and has held it in 26 quarters since.
  • Boston Financial Management's Oneok position peaked at $4.33M in Q2 2014.
  • 1,627 funds tracked by Wall St. Rank held Oneok as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.