CPC
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Consolidated Planning Corp’s Oneok OKE Stock Holding History

Consolidated Planning Corp’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
2022
Q3 		– Sell
-53,380
Closed -$2.96M – 121
2022
Q2 		$2.96M Buy
+53,380
New +$3.46M 0.93% 38
2021
Q4 		– Sell
-23
Closed -$1K – 334
2021
Q3 		$1K Buy
+23
New +$1.24K ﹤0.01% 434

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Consolidated Planning Corp's OKE Position: Q3 2022 in Review

Consolidated Planning Corp sold out of Oneok (OKE) in Q3 2022, closing a stake of 53,380 shares — an estimated $2.96M sold.

Consolidated Planning Corp first reported a position in OKE in Q3 2021 and held it in 2 quarters. The position peaked at $2.96M in Q2 2022. 945 funds tracked by Wall St. Rank hold OKE as of Q3 2022.

  • Consolidated Planning Corp reported no remaining Oneok position as of Q3 2022 after selling out during the quarter.
  • Consolidated Planning Corp sold 53,380 Oneok shares in Q3 2022, an estimated $2.96M.
  • Consolidated Planning Corp first reported a position in Oneok in Q3 2021 and held it in 2 quarters.
  • Consolidated Planning Corp's Oneok position peaked at $2.96M in Q2 2022.
  • 945 funds tracked by Wall St. Rank held Oneok as of Q3 2022.

Based on Consolidated Planning Corp's 13F filing for Q3 2022, filed 4 Nov 2022.