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Principle Wealth Partners’s Oneok OKE Stock Holding History

Principle Wealth Partners’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
2025
Q1 		– Sell
-3,500
Closed -$351K – 346
2024
Q4 		$351K Sell
3,500
-153
-4% -$15.7K 0.02% 267
2024
Q3 		$333K Hold
3,653
– – 0.02% 269
2024
Q2 		$298K Hold
3,653
– – 0.02% 277
2024
Q1 		$293K Sell
3,653
-235
-6% -$17.2K 0.02% 283
2023
Q4 		$273K Sell
3,888
-2,084
-35% -$140K 0.02% 283
2023
Q3 		$379K Buy
+5,972
New +$390K 0.04% 230
2022
Q2 		– Sell
-3,005
Closed -$212K – 320
2022
Q1 		$212K Buy
+3,005
New +$192K 0.02% 302
2020
Q3 		– Sell
-3,005
Closed -$100K – 342
2020
Q2 		$100K Buy
+3,005
New +$97.9K 0.03% 215

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return