Kelly Financial Services’s Oneok OKE Stock Holding History

Kelly Financial Services’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	-82	Closed	-$6.69K	–	545
2024 Q2	$6.69K	Hold	82	–	–	﹤0.01%	463
2024 Q1	$6.57K	Sell	82 -312	-79%	-$22.8K	﹤0.01%	475
2023 Q4	$27.7K	Hold	394	–	–	0.01%	264
2023 Q3	$25K	Hold	394	–	–	0.01%	259
2023 Q2	$24.3K	Hold	394	–	–	0.01%	273
2023 Q1	$25K	Hold	394	–	–	0.01%	257
2022 Q4	$25.9K	Hold	394	–	–	0.01%	244
2022 Q3	$20.2K	Hold	394	–	–	0.01%	258
2022 Q2	$21.9K	Hold	394	–	–	0.01%	249
2022 Q1	$27.8K	Hold	394	–	–	0.01%	246
2021 Q4	$23.2K	Hold	394	–	–	0.01%	252
2021 Q3	$22.8K	Hold	394	–	–	0.01%	242
2021 Q2	$21.9K	Hold	394	–	–	0.01%	255
2021 Q1	$20K	Hold	394	–	–	0.01%	223
2020 Q4	$15.1K	Hold	394	–	–	0.01%	222
2020 Q3	$10.2K	Hold	394	–	–	0.01%	253
2020 Q2	$13.1K	Sell	394 -150	-28%	-$4.89K	0.01%	207
2020 Q1	$11.9K	Hold	544	–	–	0.01%	191
2019 Q4	$41.2K	Hold	544	–	–	0.03%	93
2019 Q3	$40.1K	Hold	544	–	–	0.04%	91
2019 Q2	$37.4K	Hold	544	–	–	0.03%	100
2019 Q1	$38K	Buy	+544	New	+$35.2K	0.04%	93

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kelly Financial Services's OKE Position: Q3 2024 in Review

Kelly Financial Services sold out of Oneok (OKE) in Q3 2024, closing a stake of 82 shares — an estimated $6.69K sold.

Kelly Financial Services first reported a position in OKE in Q1 2019 and held it in 22 quarters. The position peaked at $41.2K in Q4 2019. 1,462 funds tracked by Wall St. Rank hold OKE as of Q3 2024.

Kelly Financial Services reported no remaining Oneok position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 82 Oneok shares in Q3 2024, an estimated $6.69K.
Kelly Financial Services first reported a position in Oneok in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Oneok position peaked at $41.2K in Q4 2019.
1,462 funds tracked by Wall St. Rank held Oneok as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.