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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 – 366
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 – 506
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MinichMacGregor Wealth Management's OKE Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Oneok (OKE) in Q1 2023, closing a stake of 449 shares — an estimated $29.5K sold.

MinichMacGregor Wealth Management first reported a position in OKE in Q2 2016 and held it in 7 quarters. The position peaked at $116K in Q4 2016. 1,023 funds tracked by Wall St. Rank hold OKE as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Oneok position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 449 Oneok shares in Q1 2023, an estimated $29.5K.
  • MinichMacGregor Wealth Management first reported a position in Oneok in Q2 2016 and held it in 7 quarters.
  • MinichMacGregor Wealth Management's Oneok position peaked at $116K in Q4 2016.
  • 1,023 funds tracked by Wall St. Rank held Oneok as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.