Retirement Group’s Oneok OKE Stock Holding History

Retirement 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
2024 Q1	$43.9K	Hold	548	–	–	0.02%	250
2023 Q4	$38.5K	Buy	548 +35	+7%	+$2.35K	0.02%	249
2023 Q3	$32.5K	Buy	513 +113	+28%	+$7.38K	0.01%	254
2023 Q2	$24.7K	Sell	400 -300	-43%	-$18.6K	0.01%	291
2023 Q1	$44K	Hold	700	–	–	0.02%	208
2022 Q4	$46K	Buy	700 +400	+133%	+$24.6K	0.02%	191
2022 Q3	$15K	Sell	300 -400	-57%	-$23.8K	0.01%	212
2022 Q2	$39K	Hold	700	–	–	0.02%	239
2022 Q1	$49K	Hold	700	–	–	0.02%	233
2021 Q4	$41K	Buy	700 +400	+133%	+$24.8K	0.02%	246
2021 Q3	$17K	Sell	300 -200	-40%	-$10.7K	0.01%	333
2021 Q2	$28K	Hold	500	–	–	0.01%	285
2021 Q1	$25K	Buy	+500	New	+$22.7K	0.01%	354
2019 Q4	$3K	Buy	+43	New	+$3.07K	﹤0.01%	498

Other funds holding OKE

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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