Capital Performance Advisors’s Oneok OKE Stock Holding History

Capital Performance Advisors’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	-99	Closed	-$9.02K	–	1871
2024 Q3	$9.02K	Buy	+99	New	+$8.61K	﹤0.01%	874

Other funds holding OKE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Capital Performance Advisors's OKE Position: Q4 2024 in Review

Capital Performance Advisors sold out of Oneok (OKE) in Q4 2024, closing a stake of 99 shares — an estimated $9.02K sold.

Capital Performance Advisors first reported a position in OKE in Q3 2024 and held it in 1 quarter. The position peaked at $9.02K in Q3 2024. 1,628 funds tracked by Wall St. Rank hold OKE as of Q4 2024.

Capital Performance Advisors reported no remaining Oneok position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 99 Oneok shares in Q4 2024, an estimated $9.02K.
Capital Performance Advisors first reported a position in Oneok in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Oneok position peaked at $9.02K in Q3 2024.
1,628 funds tracked by Wall St. Rank held Oneok as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.