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S.E.E.D. Planning Group’s Oneok OKE Stock Holding History

S.E.E.D. Planning 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 		– Sell
-3,810
Closed -$268K – 87
2023
Q4 		$268K Buy
3,810
+1
+0% +$67 0.11% 70
2023
Q3 		$242K Buy
3,809
+209
+6% +$13.6K 0.09% 72
2023
Q2 		$222K Buy
+3,600
New +$223K 0.08% 81

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

S.E.E.D. Planning Group's OKE Position: Q1 2024 in Review

S.E.E.D. Planning Group sold out of Oneok (OKE) in Q1 2024, closing a stake of 3,810 shares — an estimated $268K sold.

S.E.E.D. Planning Group first reported a position in OKE in Q2 2023 and held it in 3 quarters. The position peaked at $268K in Q4 2023. 1,372 funds tracked by Wall St. Rank hold OKE as of Q1 2024.

  • S.E.E.D. Planning Group reported no remaining Oneok position as of Q1 2024 after selling out during the quarter.
  • S.E.E.D. Planning Group sold 3,810 Oneok shares in Q1 2024, an estimated $268K.
  • S.E.E.D. Planning Group first reported a position in Oneok in Q2 2023 and held it in 3 quarters.
  • S.E.E.D. Planning Group's Oneok position peaked at $268K in Q4 2023.
  • 1,372 funds tracked by Wall St. Rank held Oneok as of Q1 2024.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2024, filed 16 Apr 2024.