EdgeRock Capital’s Oneok OKE Stock Holding History

EdgeRock Capital’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 Q4	–	Sell	-598	Closed	-$31K	–	279
2022 Q3	$31K	Buy	+598	New	+$35.6K	0.02%	128

Other funds holding OKE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

TCA

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

EdgeRock Capital's OKE Position: Q4 2022 in Review

EdgeRock Capital sold out of Oneok (OKE) in Q4 2022, closing a stake of 598 shares — an estimated $31K sold.

EdgeRock Capital first reported a position in OKE in Q3 2022 and held it in 1 quarter. The position peaked at $31K in Q3 2022. 1,029 funds tracked by Wall St. Rank hold OKE as of Q4 2022.

EdgeRock Capital reported no remaining Oneok position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 598 Oneok shares in Q4 2022, an estimated $31K.
EdgeRock Capital first reported a position in Oneok in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's Oneok position peaked at $31K in Q3 2022.
1,029 funds tracked by Wall St. Rank held Oneok as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.