Allied Investment Advisors’s Oneok OKE Stock Holding History

Allied Investment 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
2024 Q4	–	Sell	-2,656	Closed	-$242K	–	80
2024 Q3	$242K	Hold	2,656	–	–	0.05%	66
2024 Q2	$217K	Buy	+2,656	New	+$212K	0.05%	68

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Allied Investment Advisors's OKE Position: Q4 2024 in Review

Allied Investment Advisors sold out of Oneok (OKE) in Q4 2024, closing a stake of 2,656 shares — an estimated $242K sold.

Allied Investment Advisors first reported a position in OKE in Q2 2024 and held it in 2 quarters. The position peaked at $242K in Q3 2024. 1,626 funds tracked by Wall St. Rank hold OKE as of Q4 2024.

Allied Investment Advisors reported no remaining Oneok position as of Q4 2024 after selling out during the quarter.
Allied Investment Advisors sold 2,656 Oneok shares in Q4 2024, an estimated $242K.
Allied Investment Advisors first reported a position in Oneok in Q2 2024 and held it in 2 quarters.
Allied Investment Advisors's Oneok position peaked at $242K in Q3 2024.
1,626 funds tracked by Wall St. Rank held Oneok as of Q4 2024.

Based on Allied Investment Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.