CPP
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Capasso Planning Partners’s Oneok OKE Stock Holding History

Capasso Planning 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
2024
Q4 		– Sell
-2,692
Closed -$245K – 133
2024
Q3 		$245K Hold
2,692
– – 0.07% 133
2024
Q2 		$220K Sell
2,692
-7
-0.3% -$559 0.07% 134
2024
Q1 		$216K Buy
+2,699
New +$197K 0.09% 104

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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
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

Capasso Planning Partners's OKE Position: Q4 2024 in Review

Capasso Planning Partners sold out of Oneok (OKE) in Q4 2024, closing a stake of 2,692 shares — an estimated $245K sold.

Capasso Planning Partners first reported a position in OKE in Q1 2024 and held it in 3 quarters. The position peaked at $245K in Q3 2024. 1,629 funds tracked by Wall St. Rank hold OKE as of Q4 2024.

  • Capasso Planning Partners reported no remaining Oneok position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 2,692 Oneok shares in Q4 2024, an estimated $245K.
  • Capasso Planning Partners first reported a position in Oneok in Q1 2024 and held it in 3 quarters.
  • Capasso Planning Partners's Oneok position peaked at $245K in Q3 2024.
  • 1,629 funds tracked by Wall St. Rank held Oneok as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.