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Lee Financial Group Hawaii’s Oneok OKE Stock Holding History

Lee Financial Group Hawaii’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
Q1 		$1.03M Buy
13,138
+375
+3% +$27.4K 0.8% 11
2023
Q4 		$896K Buy
12,763
+1,089
+9% +$73K 0.76% 12
2023
Q3 		$740K Buy
11,674
+336
+3% +$21.9K 0.68% 15
2023
Q2 		$704K Buy
11,338
+7,738
+215% +$479K 0.64% 16
2023
Q1 		$229K Buy
+3,600
New +$239K 0.24% 24

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lee Financial Group Hawaii's OKE Position: Q1 2024 in Review

Lee Financial Group Hawaii increased its Oneok (OKE) stake by 2.9% in Q1 2024, buying an estimated $27.4K and bringing the position to 13,138 shares worth $1.03M. The position accounts for 0.8% of the portfolio, ranked #11.

Lee Financial Group Hawaii first reported a position in OKE in Q1 2023 and has held it in 5 quarters since. 1,374 funds tracked by Wall St. Rank hold OKE as of Q1 2024.

  • Lee Financial Group Hawaii held 13,138 shares of Oneok worth $1.03M as of Q1 2024.
  • Lee Financial Group Hawaii bought 375 Oneok shares in Q1 2024, an estimated $27.4K.
  • Oneok made up 0.8% of Lee Financial Group Hawaii's portfolio in Q1 2024, its #11 holding.
  • Lee Financial Group Hawaii first reported a position in Oneok in Q1 2023 and has held it in 5 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Oneok as of Q1 2024.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2024, filed 24 Apr 2024.