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BSW Wealth Partners’s Oneok OKE Stock Holding History

BSW Wealth Partners’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
2025
Q2 		– Sell
-2,893
Closed -$287K – 328
2025
Q1 		$287K Sell
2,893
-375
-11% -$37.2K 0.04% 238
2024
Q4 		$328K Buy
3,268
+270
+9% +$27.6K 0.05% 219
2024
Q3 		$273K Buy
2,998
+319
+12% +$27.8K 0.04% 241
2024
Q2 		$218K Buy
2,679
+5
+0.2% +$399 0.04% 265
2024
Q1 		$214K Buy
+2,674
New +$195K 0.04% 270
2023
Q1 		– Sell
-3,250
Closed -$214K – 334
2022
Q4 		$214K Buy
+3,250
New +$200K 0.05% 268

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return