Financial Perspectives’s Oneok OKE Stock Holding History

Financial Perspectives’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
2023 Q2	–	Sell	-100	Closed	-$6.35K	–	691
2023 Q1	$6.35K	Hold	100	–	–	﹤0.01%	488
2022 Q4	$6.57K	Hold	100	–	–	﹤0.01%	488
2022 Q3	$5.12K	Hold	100	–	–	﹤0.01%	501
2022 Q2	$5.55K	Hold	100	–	–	﹤0.01%	505
2022 Q1	$7.06K	Hold	100	–	–	﹤0.01%	500
2021 Q4	$5.88K	Hold	100	–	–	﹤0.01%	493
2021 Q3	$5.8K	Hold	100	–	–	﹤0.01%	495
2021 Q2	$5.56K	Hold	100	–	–	﹤0.01%	526
2021 Q1	$5.07K	Hold	100	–	–	﹤0.01%	507
2020 Q4	$3.84K	Hold	100	–	–	﹤0.01%	502
2020 Q3	$2.6K	Hold	100	–	–	﹤0.01%	480
2020 Q2	$3.32K	Hold	100	–	–	﹤0.01%	443
2020 Q1	$2.18K	Hold	100	–	–	﹤0.01%	449
2019 Q4	$7.57K	Buy	+100	New	+$7.15K	0.01%	361

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Perspectives's OKE Position: Q2 2023 in Review

Financial Perspectives sold out of Oneok (OKE) in Q2 2023, closing a stake of 100 shares — an estimated $6.35K sold.

Financial Perspectives first reported a position in OKE in Q4 2019 and held it in 14 quarters. The position peaked at $7.57K in Q4 2019. 1,035 funds tracked by Wall St. Rank hold OKE as of Q2 2023.

Financial Perspectives reported no remaining Oneok position as of Q2 2023 after selling out during the quarter.
Financial Perspectives sold 100 Oneok shares in Q2 2023, an estimated $6.35K.
Financial Perspectives first reported a position in Oneok in Q4 2019 and held it in 14 quarters.
Financial Perspectives's Oneok position peaked at $7.57K in Q4 2019.
1,035 funds tracked by Wall St. Rank held Oneok as of Q2 2023.

Based on Financial Perspectives's 13F filing for Q2 2023, filed 10 Jan 2024.