Axiom Advisory’s Oneok OKE Stock Holding History

Axiom Advisory’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 Q3	$981K	Buy	11,266 +298	+3%	+$25.9K	0.01%	164
2024 Q2	$876K	Buy	+10,968	New	+$876K	0.01%	164

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Axiom Advisory's OKE Position: Q3 2024 in Review

Axiom Advisory increased its Oneok (OKE) stake by 2.7% in Q3 2024, buying an estimated $25.9K and bringing the position to 11,266 shares worth $981K. The position accounts for 0.01% of the portfolio, ranked #164.

Axiom Advisory first reported a position in OKE in Q2 2024 and has held it in 2 quarters since. 1,459 funds tracked by Wall St. Rank hold OKE as of Q3 2024.

Axiom Advisory held 11,266 shares of Oneok worth $981K as of Q3 2024.
Axiom Advisory bought 298 Oneok shares in Q3 2024, an estimated $25.9K.
Oneok made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #164 holding.
Axiom Advisory first reported a position in Oneok in Q2 2024 and has held it in 2 quarters since.
1,459 funds tracked by Wall St. Rank held Oneok as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.