PWAG
OKE icon

Polaris Wealth Advisory Group’s Oneok OKE Stock Holding History

Polaris Wealth Advisory 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
2022
Q2 		– Sell
-407,991
Closed -$28.9M – 163
2022
Q1 		$28.9M Buy
+407,991
New +$26.1M 1.93% 21
2021
Q4 		– Sell
-19,893
Closed -$1.21M – 188
2021
Q3 		$1.21M Buy
+19,893
New +$1.07M 0.07% 101
2019
Q2 		– Sell
-346,759
Closed -$24.4M – 168
2019
Q1 		$24.4M Buy
+346,759
New +$22.5M 1.83% 21
2018
Q4 		– Sell
-100
Closed -$7K – 349
2018
Q3 		$7K Buy
+100
New +$6.84K ﹤0.01% 431
2018
Q2 		– Sell
-100
Closed -$6K – 364
2018
Q1 		$6K Buy
+100
New +$5.74K ﹤0.01% 394

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return