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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 $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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NEIRG Wealth Management's OKE Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Oneok (OKE) in Q3 2023, closing a stake of 3,798 shares — an estimated $234K sold.

NEIRG Wealth Management first reported a position in OKE in Q1 2022 and held it in 6 quarters. The position peaked at $366K in Q2 2022. 1,265 funds tracked by Wall St. Rank hold OKE as of Q3 2023.

  • NEIRG Wealth Management reported no remaining Oneok position as of Q3 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 3,798 Oneok shares in Q3 2023, an estimated $234K.
  • NEIRG Wealth Management first reported a position in Oneok in Q1 2022 and held it in 6 quarters.
  • NEIRG Wealth Management's Oneok position peaked at $366K in Q2 2022.
  • 1,265 funds tracked by Wall St. Rank held Oneok as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.