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Morningstar Investment Services’s Oneok OKE Stock Holding History

Morningstar Investment Services’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
Q4 		– Sell
-6,297
Closed -$568K – 323
2024
Q3 		$568K Buy
6,297
+546
+9% +$47.5K 0.01% 263
2024
Q2 		$464K Buy
5,751
+434
+8% +$34.7K 0.01% 259
2024
Q1 		$423K Sell
5,317
-6,286
-54% -$459K ﹤0.01% 253
2023
Q4 		$818K Buy
11,603
+6,244
+117% +$418K ﹤0.01% 244
2023
Q3 		$348K Buy
+5,359
New +$350K ﹤0.01% 233
2015
Q3 		– Sell
-61,654
Closed -$2.43M – 223
2015
Q2 		$2.43M Buy
61,654
+7,448
+14% +$330K 0.1% 133
2015
Q1 		$2.62M Sell
54,206
-1,365
-2% -$62.4K 0.11% 122
2014
Q4 		$2.77M Buy
+55,571
New +$3.07M 0.13% 119

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 $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Morningstar Investment Services's OKE Position: Q4 2024 in Review

Morningstar Investment Services sold out of Oneok (OKE) in Q4 2024, closing a stake of 6,297 shares — an estimated $568K sold.

Morningstar Investment Services first reported a position in OKE in Q4 2014 and held it in 8 quarters. The position peaked at $2.77M in Q4 2014. 1,628 funds tracked by Wall St. Rank hold OKE as of Q4 2024.

  • Morningstar Investment Services reported no remaining Oneok position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 6,297 Oneok shares in Q4 2024, an estimated $568K.
  • Morningstar Investment Services first reported a position in Oneok in Q4 2014 and held it in 8 quarters.
  • Morningstar Investment Services's Oneok position peaked at $2.77M in Q4 2014.
  • 1,628 funds tracked by Wall St. Rank held Oneok as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.