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Geller Advisors’s Oneok OKE Stock Holding History

Geller Advisors’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
Q3 		– Sell
-4,968
Closed -$405K – 277
2024
Q2 		$405K Buy
4,968
+15
+0.3% +$1.2K 0.03% 167
2024
Q1 		$397K Buy
4,953
+783
+19% +$57.2K 0.03% 177
2023
Q4 		$293K Hold
4,170
– – 0.03% 203
2023
Q3 		$265K Sell
4,170
-3
-0.1% -$196 0.03% 207
2023
Q2 		$258K Buy
+4,173
New +$258K 0.03% 210

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geller Advisors's OKE Position: Q3 2024 in Review

Geller Advisors sold out of Oneok (OKE) in Q3 2024, closing a stake of 4,968 shares — an estimated $405K sold.

Geller Advisors first reported a position in OKE in Q2 2023 and held it in 5 quarters. The position peaked at $405K in Q2 2024. 1,459 funds tracked by Wall St. Rank hold OKE as of Q3 2024.

  • Geller Advisors reported no remaining Oneok position as of Q3 2024 after selling out during the quarter.
  • Geller Advisors sold 4,968 Oneok shares in Q3 2024, an estimated $405K.
  • Geller Advisors first reported a position in Oneok in Q2 2023 and held it in 5 quarters.
  • Geller Advisors's Oneok position peaked at $405K in Q2 2024.
  • 1,459 funds tracked by Wall St. Rank held Oneok as of Q3 2024.

Based on Geller Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.