WealthPlan Investment Management’s Oneok OKE Stock Holding History

WealthPlan Investment 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
2022 Q1	$248K	Buy	+3,919	New	+$251K	0.02%	345

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

WealthPlan Investment Management's OKE Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in Oneok (OKE) in Q1 2022: 3,919 shares worth $248K. The stake represents 0.02% of the portfolio and ranks #345 among its holdings.

1,016 funds tracked by Wall St. Rank hold OKE as of Q1 2022.

WealthPlan Investment Management held 3,919 shares of Oneok worth $248K as of Q1 2022.
Oneok was a new WealthPlan Investment Management position in Q1 2022.
Oneok made up 0.02% of WealthPlan Investment Management's portfolio in Q1 2022, its #345 holding.
1,016 funds tracked by Wall St. Rank held Oneok as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.