Clean Yield Group’s Oneok OKE Stock Holding History

Clean Yield Group’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	-155	Closed	-$14.1K	–	468
2024 Q3	$14.1K	Hold	155	–	–	﹤0.01%	311
2024 Q2	$12.6K	Hold	155	–	–	﹤0.01%	301
2024 Q1	$12.4K	Hold	155	–	–	﹤0.01%	312
2023 Q4	$10.9K	Hold	155	–	–	﹤0.01%	311
2023 Q3	$10.5K	Hold	155	–	–	﹤0.01%	317
2023 Q2	$9.57K	Hold	155	–	–	﹤0.01%	334
2023 Q1	$9.85K	Hold	155	–	–	﹤0.01%	333
2022 Q4	$10.2K	Hold	155	–	–	﹤0.01%	338
2022 Q3	$8K	Hold	155	–	–	﹤0.01%	337
2022 Q2	$9K	Hold	155	–	–	﹤0.01%	346
2022 Q1	$11K	Hold	155	–	–	﹤0.01%	354
2021 Q4	$9K	Buy	+155	New	+$9.61K	﹤0.01%	375
2020 Q2	–	Sell	-194	Closed	-$4K	–	376
2020 Q1	$4K	Sell	194 -30	-13%	-$1.83K	﹤0.01%	351
2019 Q4	$17K	Hold	224	–	–	0.01%	291
2019 Q3	$17K	Hold	224	–	–	0.01%	275
2019 Q2	$15K	Hold	224	–	–	0.01%	282
2019 Q1	$16K	Sell	224 -100	-31%	-$6.48K	0.01%	255
2018 Q4	$17K	Buy	+324	New	+$20.1K	0.01%	242

Other funds holding OKE

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return