NWM
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NEIRG Wealth Management’s Oneok OKE Stock Holding History

NEIRG 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
Q3 		– Sell
-3,798
Closed -$234K – 85
2023
Q2 		$234K Sell
3,798
-750
-16% -$46.4K 0.04% 124
2023
Q1 		$289K Hold
4,548
– – 0.05% 124
2022
Q4 		$299K Sell
4,548
-2,038
-31% -$125K 0.06% 124
2022
Q3 		$337K Hold
6,586
– – 0.07% 116
2022
Q2 		$366K Buy
6,586
+1,413
+27% +$91.6K 0.08% 110
2022
Q1 		$365K Buy
+5,173
New +$331K 0.07% 111

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return