Sutton Wealth Advisors’s Oneok OKE Stock Holding History

Sutton Wealth Advisors’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	$12K	Buy	189 +33	+21%	+$2.15K	0.01%	442
2023 Q2	$9.63K	Hold	156	–	–	﹤0.01%	468
2023 Q1	$9.91K	Sell	156 -6	-4%	-$399	0.01%	427
2022 Q4	$10.6K	Hold	162	–	–	﹤0.01%	921
2022 Q3	$8.3K	Buy	162 +6	+4%	+$357	﹤0.01%	953
2022 Q2	$8.66K	Hold	156	–	–	﹤0.01%	947
2022 Q1	$11K	Hold	156	–	–	﹤0.01%	908
2021 Q4	$9.17K	Hold	156	–	–	﹤0.01%	957
2021 Q3	$9.05K	Buy	156 +3	+2%	+$161	﹤0.01%	944
2021 Q2	$8.51K	Hold	153	–	–	﹤0.01%	956
2021 Q1	$7.75K	Buy	153 +28	+22%	+$1.27K	﹤0.01%	936
2020 Q4	$4.8K	Buy	125 +6	+5%	+$202	﹤0.01%	988
2020 Q3	$3.09K	Buy	119 +25	+27%	+$696	﹤0.01%	1024
2020 Q2	$3.12K	Sell	94 -55	-37%	-$1.79K	﹤0.01%	1000
2020 Q1	$3.25K	Buy	149 +74	+99%	+$4.51K	﹤0.01%	948
2019 Q4	$5.67K	Hold	75	–	–	﹤0.01%	926
2019 Q3	$5.53K	Hold	75	–	–	﹤0.01%	931
2019 Q2	$5.16K	Buy	75 +37	+97%	+$2.49K	﹤0.01%	930
2019 Q1	$2.65K	Buy	38 +28	+280%	+$1.81K	﹤0.01%	1015
2018 Q4	$540	Hold	10	–	–	﹤0.01%	1085
2018 Q3	$678	Hold	10	–	–	﹤0.01%	1066
2018 Q2	$698	Hold	10	–	–	﹤0.01%	1072
2018 Q1	$569	Hold	10	–	–	﹤0.01%	1085
2017 Q4	$535	Hold	10	–	–	﹤0.01%	1044
2017 Q3	$554	Hold	10	–	–	﹤0.01%	1033
2017 Q2	$522	Hold	10	–	–	﹤0.01%	1039
2017 Q1	$554	Hold	10	–	–	﹤0.01%	1017
2016 Q4	$574	Sell	10 -19	-66%	-$997	﹤0.01%	1007
2016 Q3	$1.49K	Buy	29 +19	+190%	+$899	﹤0.01%	940
2016 Q2	$475	Sell	10 -97	-91%	-$3.85K	﹤0.01%	972
2016 Q1	$3.19K	Buy	+107	New	+$2.63K	﹤0.01%	837

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Sutton Wealth Advisors's OKE Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Oneok (OKE) stake by 21% in Q3 2023, buying an estimated $2.15K and bringing the position to 189 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #442.

Sutton Wealth Advisors first reported a position in OKE in Q1 2016 and has held it in 31 quarters since. 1,265 funds tracked by Wall St. Rank hold OKE as of Q3 2023.

Sutton Wealth Advisors held 189 shares of Oneok worth $12K as of Q3 2023.
Sutton Wealth Advisors bought 33 Oneok shares in Q3 2023, an estimated $2.15K.
Oneok made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #442 holding.
Sutton Wealth Advisors first reported a position in Oneok in Q1 2016 and has held it in 31 quarters since.
1,265 funds tracked by Wall St. Rank held Oneok as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.