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Wagner Wealth Management (South Carolina)’s Oneok OKE Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-835
Closed -$43K – 562
2022
Q3 		$43K Hold
835
– – 0.03% 221
2022
Q2 		$46K Buy
+835
New +$54.1K 0.04% 213
2022
Q1 		– Sell
-835
Closed -$49K – 515
2021
Q4 		$49K Buy
835
+800
+2,286% +$49.6K 0.04% 258
2021
Q3 		$2K Hold
35
– – ﹤0.01% 603
2021
Q2 		$2K Buy
+35
New +$1.86K ﹤0.01% 638

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s OKE Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Oneok (OKE) in Q4 2022, closing a stake of 835 shares — an estimated $43K sold.

Wagner Wealth Management (South Carolina) first reported a position in OKE in Q2 2021 and held it in 5 quarters. The position peaked at $49K in Q4 2021. 1,030 funds tracked by Wall St. Rank hold OKE as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Oneok position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 835 Oneok shares in Q4 2022, an estimated $43K.
  • Wagner Wealth Management (South Carolina) first reported a position in Oneok in Q2 2021 and held it in 5 quarters.
  • Wagner Wealth Management (South Carolina)'s Oneok position peaked at $49K in Q4 2021.
  • 1,030 funds tracked by Wall St. Rank held Oneok as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.