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Money Concepts Capital’s Oneok OKE Stock Holding History

Money Concepts Capital’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
-14,136
Closed -$929K – 2095
2022
Q4 		$929K Buy
14,136
+13,397
+1,813% +$823K 0.04% 310
2022
Q3 		$38K Hold
739
– – ﹤0.01% 772
2022
Q2 		$42K Sell
739
-2,128
-74% -$138K ﹤0.01% 733
2022
Q1 		$202K Buy
+2,867
New +$183K 0.01% 735

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 $3.38T AUM 44.17% 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

Money Concepts Capital's OKE Position: Q1 2023 in Review

Money Concepts Capital sold out of Oneok (OKE) in Q1 2023, closing a stake of 14,136 shares — an estimated $929K sold.

Money Concepts Capital first reported a position in OKE in Q1 2022 and held it in 4 quarters. The position peaked at $929K in Q4 2022. 1,023 funds tracked by Wall St. Rank hold OKE as of Q1 2023.

  • Money Concepts Capital reported no remaining Oneok position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 14,136 Oneok shares in Q1 2023, an estimated $929K.
  • Money Concepts Capital first reported a position in Oneok in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Oneok position peaked at $929K in Q4 2022.
  • 1,023 funds tracked by Wall St. Rank held Oneok as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.