MWM
OKE icon

MinichMacGregor Wealth Management’s Oneok OKE Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-449
Closed -$29.5K – 462
2022
Q4 		$29.5K Buy
+449
New +$27.6K 0.01% 241
2018
Q4 		– Sell
-1,408
Closed -$97K – 367
2018
Q3 		$97K Hold
1,408
– – 0.06% 85
2018
Q2 		$97K Buy
+1,408
New +$90.6K 0.07% 79
2017
Q2 		– Sell
-2,023
Closed -$112K – 512
2017
Q1 		$112K Buy
2,023
+1
+0% +$55 0.1% 56
2016
Q4 		$116K Buy
2,022
+860
+74% +$45.1K 0.11% 54
2016
Q3 		$59K Buy
1,162
+770
+196% +$36.4K 0.06% 103
2016
Q2 		$18K Buy
+392
New +$15.6K 0.02% 185

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return