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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return