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Wipfli Financial Advisors’s Oneok OKE Stock Holding History

Wipfli Financial 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
2022
Q3 		$288K Buy
+5,626
New +$335K 0.02% 337

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wipfli Financial Advisors's OKE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Oneok (OKE) in Q3 2022: 5,626 shares worth $288K. The stake represents 0.02% of the portfolio and ranks #337 among its holdings.

945 funds tracked by Wall St. Rank hold OKE as of Q3 2022.

  • Wipfli Financial Advisors held 5,626 shares of Oneok worth $288K as of Q3 2022.
  • Oneok was a new Wipfli Financial Advisors position in Q3 2022.
  • Oneok made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #337 holding.
  • 945 funds tracked by Wall St. Rank held Oneok as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.