CP
OKE icon

Castleview Partners’s Oneok OKE Stock Holding History

Castleview 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
Q3 		– Sell
-226
Closed -$13.9K – 743
2023
Q2 		$13.9K Buy
226
+4
+2% +$247 0.01% 394
2023
Q1 		$14.1K Buy
222
+3
+1% +$199 0.01% 379
2022
Q4 		$14.4K Buy
219
+176
+409% +$10.8K 0.01% 324
2022
Q3 		$2K Buy
+43
New +$2.56K ﹤0.01% 536
2022
Q1 		– Sell
-113,348
Closed -$1.93K – 924
2021
Q4 		$1.93K Buy
+113,348
New +$7.03M 0.02% 290
2021
Q2 		$117K Buy
+2,103
New +$112K 0.05% 267

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return