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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Clean Yield Group's OKE Position: Q4 2024 in Review

Clean Yield Group sold out of Oneok (OKE) in Q4 2024, closing a stake of 155 shares — an estimated $14.1K sold.

Clean Yield Group first reported a position in OKE in Q4 2018 and held it in 18 quarters. The position peaked at $17K in Q4 2019. 1,629 funds tracked by Wall St. Rank hold OKE as of Q4 2024.

Clean Yield Group reported no remaining Oneok position as of Q4 2024 after selling out during the quarter.
Clean Yield Group sold 155 Oneok shares in Q4 2024, an estimated $14.1K.
Clean Yield Group first reported a position in Oneok in Q4 2018 and held it in 18 quarters.
Clean Yield Group's Oneok position peaked at $17K in Q4 2019.
1,629 funds tracked by Wall St. Rank held Oneok as of Q4 2024.

Based on Clean Yield Group's 13F filing for Q4 2024, filed 13 Jan 2025.