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Gray Wealth Management’s Oneok OKE Stock Holding History

Gray 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 		$343K Buy
3,419
+26
+0.8% +$2.66K 0.13% 95
2024
Q3 		$309K Buy
3,393
+41
+1% +$3.57K 0.12% 98
2024
Q2 		$273K Buy
3,352
+34
+1% +$2.72K 0.12% 106
2024
Q1 		$266K Buy
3,318
+38
+1% +$2.77K 0.12% 104
2023
Q4 		$230K Buy
3,280
+39
+1% +$2.61K 0.11% 114
2023
Q3 		$206K Buy
+3,241
New +$212K 0.11% 127

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

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

Gray Wealth Management increased its Oneok (OKE) stake by 0.77% in Q4 2024, buying an estimated $2.66K and bringing the position to 3,419 shares worth $343K. The position accounts for 0.13% of the portfolio, ranked #95.

Gray Wealth Management first reported a position in OKE in Q3 2023 and has held it in 6 quarters since. 1,626 funds tracked by Wall St. Rank hold OKE as of Q4 2024.

  • Gray Wealth Management held 3,419 shares of Oneok worth $343K as of Q4 2024.
  • Gray Wealth Management bought 26 Oneok shares in Q4 2024, an estimated $2.66K.
  • Oneok made up 0.13% of Gray Wealth Management's portfolio in Q4 2024, its #95 holding.
  • Gray Wealth Management first reported a position in Oneok in Q3 2023 and has held it in 6 quarters since.
  • 1,626 funds tracked by Wall St. Rank held Oneok as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.