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Stonebridge Financial Planning Group’s Oneok OKE Stock Holding History

Stonebridge Financial 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
2022
Q1 		– Sell
-593
Closed -$35K – 280
2021
Q4 		$35K Hold
593
– – 0.02% 246
2021
Q3 		$38K Hold
593
– – 0.02% 240
2021
Q2 		$34K Hold
593
– – 0.02% 247
2021
Q1 		$30K Hold
593
– – 0.02% 258
2020
Q4 		$23K Hold
593
– – 0.01% 266
2020
Q3 		$17K Sell
593
-125
-17% -$3.48K 0.01% 279
2020
Q2 		$23K Buy
718
+4
+0.6% +$130 0.02% 248
2020
Q1 		$19K Buy
714
+1
+0.1% +$61 0.02% 250
2019
Q4 		$54K Buy
+713
New +$51K 0.05% 167

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stonebridge Financial Planning Group's OKE Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Oneok (OKE) in Q1 2022, closing a stake of 593 shares — an estimated $35K sold.

Stonebridge Financial Planning Group first reported a position in OKE in Q4 2019 and held it in 9 quarters. The position peaked at $54K in Q4 2019. 1,016 funds tracked by Wall St. Rank hold OKE as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Oneok position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 593 Oneok shares in Q1 2022, an estimated $35K.
  • Stonebridge Financial Planning Group first reported a position in Oneok in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Oneok position peaked at $54K in Q4 2019.
  • 1,016 funds tracked by Wall St. Rank held Oneok as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.