Sugarloaf Wealth Management’s Oneok OKE Stock Holding History

Sugarloaf Wealth Management’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	-18	Closed	-$1.28K	–	707
2023 Q4	$1.28K	Sell	18 -98	-84%	-$6.57K	﹤0.01%	621
2023 Q3	$7.37K	Sell	116 -648	-85%	-$42.3K	﹤0.01%	498
2023 Q2	$47.2K	Buy	764 +668	+696%	+$41.3K	0.01%	297
2023 Q1	$6.1K	Sell	96 -671	-87%	-$44.6K	﹤0.01%	532
2022 Q4	$50.4K	Sell	767 -481	-39%	-$29.6K	0.01%	282
2022 Q3	$64K	Buy	1,248 +268	+27%	+$15.9K	0.02%	254
2022 Q2	$54K	Buy	980 +160	+20%	+$10.4K	0.01%	276
2022 Q1	$63K	Buy	820 +179	+28%	+$11.5K	0.01%	247
2021 Q4	$38K	Buy	641 +61	+11%	+$3.78K	0.01%	331
2021 Q3	$34K	Sell	580 -384	-40%	-$20.6K	0.01%	334
2021 Q2	$69K	Buy	964 +156	+19%	+$8.31K	0.02%	234
2021 Q1	$41	Hold	808	–	–	0.01%	301
2020 Q4	$31K	Hold	808	–	–	0.01%	316
2020 Q3	$21K	Sell	808 -750	-48%	-$20.9K	0.01%	348
2020 Q2	$52K	Hold	1,558	–	–	0.02%	229
2020 Q1	$34K	Buy	1,558 +6	+0.4%	+$366	0.02%	266
2019 Q4	$117K	Buy	+1,552	New	+$111K	0.05%	160

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 $653B AUM 32.41% 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