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PCG Wealth Advisors’s Oneok OKE Stock Holding History

PCG Wealth Advisors’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
2026
Q1 		$329K Hold
3,639
– – 0.08% 130
2025
Q4 		$267K Hold
3,639
– – 0.08% 133
2025
Q3 		$266K Hold
3,639
– – 0.08% 132
2025
Q2 		$297K Hold
3,639
– – 0.15% 71
2025
Q1 		$361K Sell
3,639
-100
-3% -$9.93K 0.13% 102
2024
Q4 		$375K Sell
3,739
-110
-3% -$11.3K 0.14% 98
2024
Q3 		$351K Sell
3,849
-100
-3% -$8.7K 0.14% 91
2024
Q2 		$322K Buy
3,949
+100
+3% +$7.99K 0.14% 90
2024
Q1 		$309K Sell
3,849
-190
-5% -$13.9K 0.15% 86
2023
Q4 		$284K Hold
4,039
– – 0.16% 83
2023
Q3 		$256K Buy
+4,039
New +$264K 0.17% 81

Other funds holding OKE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return