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WealthPLAN Partners’s Oneok OKE Stock Holding History

WealthPLAN Partners’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 		– Sell
-303
Closed -$18.7K – 866
2023
Q2 		$18.7K Sell
303
-150
-33% -$9.28K ﹤0.01% 694
2023
Q1 		$28.8K Buy
+453
New +$30.1K ﹤0.01% 656
2022
Q1 		$248K Sell
3,919
-385
-9% -$24.6K 0.02% 345
2021
Q4 		$261K Sell
4,304
-7
-0.2% -$434 0.02% 337
2021
Q3 		$270K Sell
4,311
-167
-4% -$8.98K 0.02% 327
2021
Q2 		$237K Buy
4,478
+341
+8% +$18.2K 0.02% 322
2021
Q1 		$218K Buy
+4,137
New +$188K 0.02% 306
2019
Q2 		– Sell
-4,203
Closed -$282K – 266
2019
Q1 		$282K Sell
4,203
-140
-3% -$9.07K 0.04% 213
2018
Q4 		$294K Buy
4,343
+721
+20% +$44.8K 0.05% 196
2018
Q3 		$219K Sell
3,622
-8
-0.2% -$548 0.04% 226
2018
Q2 		$253K Buy
+3,630
New +$234K 0.05% 212

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return