CCP
OKE icon

Carmel Capital Partners’s Oneok OKE Stock Holding History

Carmel Capital 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
2023
Q4 		– Sell
-692
Closed -$43.9K – 516
2023
Q3 		$43.9K Hold
692
– – 0.02% 254
2023
Q2 		$42.7K Hold
692
– – 0.02% 214
2023
Q1 		$44K Buy
+692
New +$46K 0.03% 250

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Carmel Capital Partners's OKE Position: Q4 2023 in Review

Carmel Capital Partners sold out of Oneok (OKE) in Q4 2023, closing a stake of 692 shares — an estimated $43.9K sold.

Carmel Capital Partners first reported a position in OKE in Q1 2023 and held it in 3 quarters. The position peaked at $44K in Q1 2023. 1,308 funds tracked by Wall St. Rank hold OKE as of Q4 2023.

  • Carmel Capital Partners reported no remaining Oneok position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 692 Oneok shares in Q4 2023, an estimated $43.9K.
  • Carmel Capital Partners first reported a position in Oneok in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Oneok position peaked at $44K in Q1 2023.
  • 1,308 funds tracked by Wall St. Rank held Oneok as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.