Reilly Financial Advisors’s Oneok OKE Stock Holding History

Reilly Financial 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
2021 Q4	$43K	Buy	735 +555	+308%	+$34.4K	﹤0.01%	430
2021 Q3	$10K	Hold	180	–	–	﹤0.01%	665
2021 Q2	$10K	Hold	180	–	–	﹤0.01%	706
2021 Q1	$9K	Hold	180	–	–	﹤0.01%	721
2020 Q4	$7K	Hold	180	–	–	﹤0.01%	674
2020 Q3	$5K	Buy	+180	New	+$5.01K	﹤0.01%	670
2020 Q1	–	Sell	-497	Closed	-$38K	–	924
2019 Q4	$38K	Hold	497	–	–	﹤0.01%	380
2019 Q3	$37K	Hold	497	–	–	﹤0.01%	390
2019 Q2	$34K	Hold	497	–	–	﹤0.01%	432
2019 Q1	$35K	Hold	497	–	–	﹤0.01%	415
2018 Q4	$27K	Buy	497 +292	+142%	+$18.1K	﹤0.01%	432
2018 Q3	$14K	Hold	205	–	–	﹤0.01%	629
2018 Q2	$14K	Hold	205	–	–	﹤0.01%	594
2018 Q1	$12K	Buy	+205	New	+$11.8K	﹤0.01%	610
2013 Q4	–	Sell	-685	Closed	-$32K	–	856
2013 Q3	$32K	Buy	+685	New	+$29.7K	0.01%	282

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Reilly Financial Advisors's OKE Position: Q4 2021 in Review

Reilly Financial Advisors increased its Oneok (OKE) stake by 308% in Q4 2021, buying an estimated $34.4K and bringing the position to 735 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Reilly Financial Advisors first reported a position in OKE in Q3 2013 and has held it in 15 quarters since. 966 funds tracked by Wall St. Rank hold OKE as of Q4 2021.

Reilly Financial Advisors held 735 shares of Oneok worth $43K as of Q4 2021.
Reilly Financial Advisors bought 555 Oneok shares in Q4 2021, an estimated $34.4K.
Oneok made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #430 holding.
Reilly Financial Advisors first reported a position in Oneok in Q3 2013 and has held it in 15 quarters since.
966 funds tracked by Wall St. Rank held Oneok as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.