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Steward Financial Group’s Oneok OKE Stock Holding History

Steward Financial 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
2023
Q3 		$61K Buy
+963
New +$62.9K 0.02% 132
2022
Q3 		– Sell
-15
Closed – – 930
2022
Q2 		$0 Buy
15
+5
+50% +$324 ﹤0.01% 1253
2022
Q1 		$0 Hold
10
– – ﹤0.01% 338
2021
Q4 		$0 Buy
+10
New +$620 ﹤0.01% 277

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Financial Group's OKE Position: Q3 2023 in Review

Steward Financial Group opened a new position in Oneok (OKE) in Q3 2023: 963 shares worth $61K. The stake represents 0.02% of the portfolio and ranks #132 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in OKE as recently as Q2 2022.

Steward Financial Group first reported a position in OKE in Q4 2021 and has held it in 4 quarters since. 1,264 funds tracked by Wall St. Rank hold OKE as of Q3 2023.

  • Steward Financial Group held 963 shares of Oneok worth $61K as of Q3 2023.
  • Oneok was a new Steward Financial Group position in Q3 2023.
  • Oneok made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #132 holding.
  • Steward Financial Group first reported a position in Oneok in Q4 2021 and has held it in 4 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Oneok as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.