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Oneok shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of Oneok (OKE) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in Oneok

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All positions including Oneok held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oneok by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 2.3k 91.13
2024-06-30 $231k 2.8k 81.55
2024-03-31 $533k 6.6k 80.17
2023-12-31 $740k 11k 70.22
2023-09-30 $681k 11k 63.43
2023-06-30 $252k 4.1k 61.72

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding Oneok

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Deutsche Bank Aktiengesellschaft
Morgan Stanley
Invesco
Tortoise Capital Advisors
Northern Trust
Goldman Sachs Group
Bank of America Corporation
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Oneok