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Buckingham Strategic Wealth’s Oneok OKE Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$1.43M Buy
17,587
+4,667
+36% +$373K 0.01% 281
2024
Q1 		$1.04M Sell
12,920
-23,167
-64% -$1.69M 0.01% 327
2023
Q4 		$2.53M Buy
36,087
+21,473
+147% +$1.44M 0.03% 204
2023
Q3 		$927K Buy
14,614
+9,204
+170% +$601K 0.01% 302
2023
Q2 		$334K Buy
5,410
+1,064
+24% +$65.8K ﹤0.01% 511
2023
Q1 		$286K Hold
4,346
– – 0.01% 491
2022
Q4 		$286K Buy
4,346
+7
+0.2% +$430 0.01% 493
2022
Q3 		$222K Sell
4,339
-597
-12% -$35.5K ﹤0.01% 528
2022
Q2 		$274K Buy
4,936
+438
+10% +$28.4K 0.01% 486
2022
Q1 		$318K Buy
4,498
+93
+2% +$5.95K 0.01% 456
2021
Q4 		$259K Buy
4,405
+10
+0.2% +$620 0.01% 509
2021
Q3 		$255K Buy
4,395
+126
+3% +$6.77K 0.01% 503
2021
Q2 		$238K Sell
4,269
-20
-0.5% -$1.06K 0.01% 518
2021
Q1 		$217K Sell
4,289
-1,875
-30% -$85.2K 0.01% 501
2020
Q4 		$237K Sell
6,164
-1,902
-24% -$63.9K 0.01% 468
2020
Q3 		$210K Sell
8,066
-1,876
-19% -$52.2K 0.02% 448
2020
Q2 		$330K Sell
9,942
-371
-4% -$12.1K 0.03% 297
2020
Q1 		$225K Sell
10,313
-2,395
-19% -$146K 0.02% 404
2019
Q4 		$962K Sell
12,708
-4
-0% -$286 0.09% 162
2019
Q3 		$937K Buy
12,712
+4
+0% +$283 0.1% 150
2019
Q2 		$874K Buy
12,708
+2,566
+25% +$173K 0.1% 159
2019
Q1 		$708K Buy
10,142
+212
+2% +$13.7K 0.09% 171
2018
Q4 		$536K Sell
9,930
-1,823
-16% -$113K 0.08% 175
2018
Q3 		$797K Sell
11,753
-484
-4% -$33.1K 0.12% 136
2018
Q2 		$855K Buy
12,237
+345
+3% +$22.2K 0.14% 132
2018
Q1 		$677K Buy
11,892
+237
+2% +$13.6K 0.13% 137
2017
Q4 		$623K Sell
11,655
-472
-4% -$25.2K 0.13% 144
2017
Q3 		$672K Sell
12,127
-281
-2% -$15.2K 0.16% 126
2017
Q2 		$647K Buy
+12,408
New +$642K 0.15% 127

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 $3.37T AUM 44.26% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Buckingham Strategic Wealth's OKE Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Oneok (OKE) stake by 36% in Q2 2024, buying an estimated $373K and bringing the position to 17,587 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #281.

Buckingham Strategic Wealth first reported a position in OKE in Q2 2017 and has held it in 29 quarters since. The position peaked at $2.53M in Q4 2023. 1,402 funds tracked by Wall St. Rank hold OKE as of Q2 2024.

  • Buckingham Strategic Wealth held 17,587 shares of Oneok worth $1.43M as of Q2 2024.
  • Buckingham Strategic Wealth bought 4,667 Oneok shares in Q2 2024, an estimated $373K.
  • Oneok made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #281 holding.
  • Buckingham Strategic Wealth first reported a position in Oneok in Q2 2017 and has held it in 29 quarters since.
  • Buckingham Strategic Wealth's Oneok position peaked at $2.53M in Q4 2023.
  • 1,402 funds tracked by Wall St. Rank held Oneok as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.