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Cassady Schiller Wealth Management’s Oneok OKE Stock Holding History

Cassady Schiller Wealth Management’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 		$3.61K Buy
+36
New +$3.68K ﹤0.01% 473
2022
Q1 		– Sell
-14
Closed -$1K – 443
2021
Q4 		$1K Buy
+14
New +$868 ﹤0.01% 488

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Cassady Schiller Wealth Management's OKE Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Oneok (OKE) in Q4 2024: 36 shares worth $3.61K. The stake represents ﹤0.01% of the portfolio and ranks #473 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in OKE as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in OKE in Q4 2021 and has held it in 2 quarters since. 1,626 funds tracked by Wall St. Rank hold OKE as of Q4 2024.

  • Cassady Schiller Wealth Management held 36 shares of Oneok worth $3.61K as of Q4 2024.
  • Oneok was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Oneok made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #473 holding.
  • Cassady Schiller Wealth Management first reported a position in Oneok in Q4 2021 and has held it in 2 quarters since.
  • 1,626 funds tracked by Wall St. Rank held Oneok as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.