Kula Investments’s Oneok OKE Stock Holding History

Kula Investments’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 Q1	$336K	Buy	+5,291	New	+$351K	0.08%	428

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kula Investments's OKE Position: Q1 2023 in Review

Kula Investments opened a new position in Oneok (OKE) in Q1 2023: 5,291 shares worth $336K. The stake represents 0.08% of the portfolio and ranks #428 among its holdings.

1,024 funds tracked by Wall St. Rank hold OKE as of Q1 2023.

Kula Investments held 5,291 shares of Oneok worth $336K as of Q1 2023.
Oneok was a new Kula Investments position in Q1 2023.
Oneok made up 0.08% of Kula Investments's portfolio in Q1 2023, its #428 holding.
1,024 funds tracked by Wall St. Rank held Oneok as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.