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Lake Street Advisors Group’s Oneok OKE Stock Holding History

Lake Street Advisors Group’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 		$3.84M Buy
38,202
+23,571
+161% +$2.41M 0.18% 78
2024
Q3 		$1.33M Sell
14,631
-23,347
-61% -$2.03M 0.06% 171
2024
Q2 		$3.1M Sell
37,978
-1,189
-3% -$95K 0.15% 90
2024
Q1 		$3.14M Sell
39,167
-128
-0.3% -$9.34K 0.15% 96
2023
Q4 		$2.76M Buy
39,295
+376
+1% +$25.2K 0.14% 104
2023
Q3 		$2.47M Buy
38,919
+861
+2% +$56.2K 0.15% 104
2023
Q2 		$2.35M Buy
38,058
+301
+0.8% +$18.6K 0.13% 108
2023
Q1 		$2.4M Sell
37,757
-18,242
-33% -$1.21M 0.15% 97
2022
Q4 		$3.68M Sell
55,999
-337
-0.6% -$20.7K 0.24% 68
2022
Q3 		$2.89M Sell
56,336
-217
-0.4% -$12.9K 0.21% 75
2022
Q2 		$3.14M Buy
56,553
+89
+0.2% +$5.77K 0.22% 64
2022
Q1 		$3.99M Buy
56,464
+439
+0.8% +$28.1K 0.25% 61
2021
Q4 		$3.29M Buy
56,025
+115
+0.2% +$7.13K 0.21% 73
2021
Q3 		$3.24M Buy
+55,910
New +$3.01M 0.35% 51
2021
Q2 		– Sell
-20,256
Closed -$1.03M – 344
2021
Q1 		$1.03M Buy
20,256
+82
+0.4% +$3.73K 0.08% 98
2020
Q4 		$774K Buy
20,174
+64
+0.3% +$2.15K 0.06% 119
2020
Q3 		$522K Buy
20,110
+656
+3% +$18.3K 0.05% 139
2020
Q2 		$646K Sell
19,454
-1,014
-5% -$33K 0.07% 111
2020
Q1 		$446K Buy
20,468
+631
+3% +$38.5K 0.06% 123
2019
Q4 		$1.5M Buy
19,837
+359
+2% +$25.7K 0.15% 53
2019
Q3 		$1.41M Buy
19,478
+222
+1% +$15.7K 0.15% 49
2019
Q2 		$1.32M Buy
19,256
+127
+0.7% +$8.56K 0.14% 50
2019
Q1 		$1.34M Buy
19,129
+342
+2% +$22.1K 0.14% 49
2018
Q4 		$1.01M Buy
18,787
+10
+0.1% +$621 0.12% 52
2018
Q3 		$1.27M Sell
18,777
-2,569
-12% -$176K 0.14% 43
2018
Q2 		$1.49M Buy
21,346
+16,594
+349% +$1.07M 0.15% 49
2018
Q1 		$271K Buy
4,752
+505
+12% +$29K 0.03% 222
2017
Q4 		$227K Buy
+4,247
New +$227K 0.03% 298

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

Lake Street Advisors Group's OKE Position: Q4 2024 in Review

Lake Street Advisors Group increased its Oneok (OKE) stake by 161% in Q4 2024, buying an estimated $2.41M and bringing the position to 38,202 shares worth $3.84M. The position accounts for 0.18% of the portfolio, ranked #78.

Lake Street Advisors Group first reported a position in OKE in Q4 2017 and has held it in 28 quarters since. The position peaked at $3.99M in Q1 2022. 1,627 funds tracked by Wall St. Rank hold OKE as of Q4 2024.

  • Lake Street Advisors Group held 38,202 shares of Oneok worth $3.84M as of Q4 2024.
  • Lake Street Advisors Group bought 23,571 Oneok shares in Q4 2024, an estimated $2.41M.
  • Oneok made up 0.18% of Lake Street Advisors Group's portfolio in Q4 2024, its #78 holding.
  • Lake Street Advisors Group first reported a position in Oneok in Q4 2017 and has held it in 28 quarters since.
  • Lake Street Advisors Group's Oneok position peaked at $3.99M in Q1 2022.
  • 1,627 funds tracked by Wall St. Rank held Oneok as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.