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Next Financial Group’s Oneok OKE Stock Holding History

Next Financial Group’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
2021
Q4 		$1.66M Buy
28,270
+10,351
+58% +$642K 0.11% 206
2021
Q3 		$1.04M Buy
17,919
+8,696
+94% +$467K 0.08% 266
2021
Q2 		$513K Buy
9,223
+1,332
+17% +$71K 0.04% 453
2021
Q1 		$399K Sell
7,891
-219
-3% -$9.95K 0.04% 508
2020
Q4 		$312K Buy
8,110
+5,430
+203% +$183K 0.03% 552
2020
Q3 		$70K Buy
+2,680
New +$74.6K 0.01% 991
2020
Q2 		– Sell
-560
Closed -$12K – 1474
2020
Q1 		$12K Sell
560
-5,798
-91% -$353K ﹤0.01% 1471
2019
Q4 		$481K Sell
6,358
-3,894
-38% -$278K 0.05% 381
2019
Q3 		$755K Buy
10,252
+3,945
+63% +$279K 0.08% 275
2019
Q2 		$434K Buy
6,307
+2,175
+53% +$147K 0.05% 381
2019
Q1 		$289K Buy
4,132
+3,488
+542% +$226K 0.07% 266
2018
Q4 		$35K Buy
644
+432
+204% +$26.8K 0.01% 912
2018
Q3 		$14K Buy
+212
New +$14.5K 0.01% 898
2017
Q4 		– Sell
-412
Closed -$23K – 1031
2017
Q3 		$23K Buy
+412
New +$22.3K 0.01% 934
2017
Q1 		– Sell
-487
Closed -$28K – 2167
2016
Q4 		$28K Sell
487
-532
-52% -$27.9K ﹤0.01% 1216
2016
Q3 		$52K Buy
1,019
+9
+0.9% +$426 0.01% 924
2016
Q2 		$47K Buy
1,010
+157
+18% +$6.23K 0.01% 672
2016
Q1 		$25K Buy
853
+24
+3% +$591 0.01% 855
2015
Q4 		$20K Buy
829
+15
+2% +$450 0.01% 917
2015
Q3 		$26K Buy
+814
New +$29.7K 0.01% 857
2015
Q2 		– Sell
-319
Closed -$15K – 1925
2015
Q1 		$15K Buy
+319
New +$14.6K ﹤0.01% 1112
2014
Q4 		– Sell
-800
Closed -$52K – 2212
2014
Q3 		$52K Buy
+800
New +$53.6K 0.01% 926

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Next Financial Group's OKE Position: Q4 2021 in Review

Next Financial Group increased its Oneok (OKE) stake by 58% in Q4 2021, buying an estimated $642K and bringing the position to 28,270 shares worth $1.66M. The position accounts for 0.11% of the portfolio, ranked #206.

Next Financial Group first reported a position in OKE in Q3 2014 and has held it in 22 quarters since. 965 funds tracked by Wall St. Rank hold OKE as of Q4 2021.

  • Next Financial Group held 28,270 shares of Oneok worth $1.66M as of Q4 2021.
  • Next Financial Group bought 10,351 Oneok shares in Q4 2021, an estimated $642K.
  • Oneok made up 0.11% of Next Financial Group's portfolio in Q4 2021, its #206 holding.
  • Next Financial Group first reported a position in Oneok in Q3 2014 and has held it in 22 quarters since.
  • 965 funds tracked by Wall St. Rank held Oneok as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.