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Wintrust Investments’s Oneok OKE Stock Holding History

Wintrust Investments’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
Q4 		$47K Sell
477
-326
-41% -$33.3K 0.04% 262
2024
Q3 		$73K Sell
803
-6,291
-89% -$547K 0.05% 260
2024
Q2 		$579K Buy
7,094
+460
+7% +$36.7K 0.05% 269
2024
Q1 		$532K Buy
6,634
+224
+3% +$16.4K 0.05% 274
2023
Q4 		$450K Buy
6,410
+370
+6% +$24.8K 0.04% 285
2023
Q3 		$383K Buy
6,040
+277
+5% +$18.1K 0.04% 297
2023
Q2 		$356K Sell
5,763
-333
-5% -$20.6K 0.04% 305
2023
Q1 		$387K Buy
+6,096
New +$405K 0.05% 238
2022
Q4 		– Sell
-5,993
Closed -$307K – 404
2022
Q3 		$307K Sell
5,993
-30
-0.5% -$1.78K 0.04% 298
2022
Q2 		$334K Buy
+6,023
New +$390K 0.04% 288
2022
Q1 		– Sell
-6,242
Closed -$367K – 431
2021
Q4 		$367K Buy
6,242
+241
+4% +$14.9K 0.03% 311
2021
Q3 		$348K Sell
6,001
-214
-3% -$11.5K 0.05% 207
2021
Q2 		$346K Buy
6,215
+720
+13% +$38.4K 0.04% 311
2021
Q1 		$278K Buy
+5,495
New +$250K 0.03% 342

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Wintrust Investments's OKE Position: Q4 2024 in Review

Wintrust Investments reduced its Oneok (OKE) stake by 41% in Q4 2024, selling an estimated $33.3K and leaving 477 shares worth $47K. The position accounts for 0.04% of the portfolio, ranked #262.

Wintrust Investments first reported a position in OKE in Q1 2021 and has held it in 14 quarters since. The position peaked at $579K in Q2 2024. 1,628 funds tracked by Wall St. Rank hold OKE as of Q4 2024.

  • Wintrust Investments held 477 shares of Oneok worth $47K as of Q4 2024.
  • Wintrust Investments sold 326 Oneok shares in Q4 2024, an estimated $33.3K.
  • Oneok made up 0.04% of Wintrust Investments's portfolio in Q4 2024, its #262 holding.
  • Wintrust Investments first reported a position in Oneok in Q1 2021 and has held it in 14 quarters since.
  • Wintrust Investments's Oneok position peaked at $579K in Q2 2024.
  • 1,628 funds tracked by Wall St. Rank held Oneok as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.