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Fairhaven Wealth Management’s Oneok OKE Stock Holding History

Fairhaven Wealth Management’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 		$493K Buy
4,911
+24
+0.5% +$2.46K 0.15% 64
2024
Q3 		$445K Hold
4,887
– – 0.14% 69
2024
Q2 		$399K Hold
4,887
– – 0.13% 69
2024
Q1 		$392K Buy
+4,887
New +$357K 0.13% 68

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
Charles Schwab
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Fairhaven Wealth Management's OKE Position: Q4 2024 in Review

Fairhaven Wealth Management increased its Oneok (OKE) stake by 0.49% in Q4 2024, buying an estimated $2.46K and bringing the position to 4,911 shares worth $493K. The position accounts for 0.15% of the portfolio, ranked #64.

Fairhaven Wealth Management first reported a position in OKE in Q1 2024 and has held it in 4 quarters since. 1,627 funds tracked by Wall St. Rank hold OKE as of Q4 2024.

  • Fairhaven Wealth Management held 4,911 shares of Oneok worth $493K as of Q4 2024.
  • Fairhaven Wealth Management bought 24 Oneok shares in Q4 2024, an estimated $2.46K.
  • Oneok made up 0.15% of Fairhaven Wealth Management's portfolio in Q4 2024, its #64 holding.
  • Fairhaven Wealth Management first reported a position in Oneok in Q1 2024 and has held it in 4 quarters since.
  • 1,627 funds tracked by Wall St. Rank held Oneok as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.