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WR Wealth Planners’s Oneok OKE Stock Holding History

WR Wealth Planners’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 		$45.6K Buy
455
+7
+2% +$716 0.01% 330
2024
Q3 		$40.8K Buy
448
+30
+7% +$2.61K 0.01% 363
2024
Q2 		$34.1K Buy
418
+98
+31% +$7.83K 0.01% 374
2024
Q1 		$25.7K Buy
+320
New +$23.4K 0.01% 415
2023
Q4 		– Sell
-300
Closed -$19K – 634
2023
Q3 		$19K Hold
300
– – 0.01% 434
2023
Q2 		$18.5K Sell
300
-1,045
-78% -$64.6K 0.01% 448
2023
Q1 		$85.5K Buy
+1,345
New +$89.4K 0.04% 256

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

WR Wealth Planners's OKE Position: Q4 2024 in Review

WR Wealth Planners increased its Oneok (OKE) stake by 1.6% in Q4 2024, buying an estimated $716 and bringing the position to 455 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #330.

WR Wealth Planners first reported a position in OKE in Q1 2023 and has held it in 7 quarters since. The position peaked at $85.5K in Q1 2023. 1,627 funds tracked by Wall St. Rank hold OKE as of Q4 2024.

  • WR Wealth Planners held 455 shares of Oneok worth $45.6K as of Q4 2024.
  • WR Wealth Planners bought 7 Oneok shares in Q4 2024, an estimated $716.
  • Oneok made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #330 holding.
  • WR Wealth Planners first reported a position in Oneok in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Oneok position peaked at $85.5K in Q1 2023.
  • 1,627 funds tracked by Wall St. Rank held Oneok as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.