Midwest Wealth Management’s Oneok OKE Stock Holding History

Midwest 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
2022 Q1	$2.25M	Buy	31,839 +827	+3%	+$52.9K	1.36%	23
2021 Q4	$1.82M	Buy	31,012 +2,674	+9%	+$166K	1.14%	38
2021 Q3	$1.64M	Buy	28,338 +7,025	+33%	+$378K	1.13%	36
2021 Q2	$1.19M	Buy	21,313 +4,439	+26%	+$236K	0.85%	55
2021 Q1	$855K	Buy	16,874 +7,350	+77%	+$334K	0.69%	69
2020 Q4	$366K	Buy	+9,524	New	+$320K	0.33%	80

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Midwest Wealth Management's OKE Position: Q1 2022 in Review

Midwest Wealth Management increased its Oneok (OKE) stake by 2.7% in Q1 2022, buying an estimated $52.9K and bringing the position to 31,839 shares worth $2.25M. The position accounts for 1.36% of the portfolio, ranked #23.

Midwest Wealth Management first reported a position in OKE in Q4 2020 and has held it in 6 quarters since. 1,016 funds tracked by Wall St. Rank hold OKE as of Q1 2022.

Midwest Wealth Management held 31,839 shares of Oneok worth $2.25M as of Q1 2022.
Midwest Wealth Management bought 827 Oneok shares in Q1 2022, an estimated $52.9K.
Oneok made up 1.36% of Midwest Wealth Management's portfolio in Q1 2022, its #23 holding.
Midwest Wealth Management first reported a position in Oneok in Q4 2020 and has held it in 6 quarters since.
1,016 funds tracked by Wall St. Rank held Oneok as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.