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Carolina Wealth Advisors’s Oneok OKE Stock Holding History

Carolina Wealth 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
-20
Closed -$1.82K – 334
2024
Q3 		$1.82K Buy
+20
New +$1.74K ﹤0.01% 283
2022
Q1 		– Sell
-197
Closed -$12K – 296
2021
Q4 		$12K Buy
+197
New +$12.2K 0.01% 179

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Carolina Wealth Advisors's OKE Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of Oneok (OKE) in Q4 2024, closing a stake of 20 shares — an estimated $1.82K sold.

Carolina Wealth Advisors first reported a position in OKE in Q4 2021 and held it in 2 quarters. The position peaked at $12K in Q4 2021. 1,628 funds tracked by Wall St. Rank hold OKE as of Q4 2024.

  • Carolina Wealth Advisors reported no remaining Oneok position as of Q4 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 20 Oneok shares in Q4 2024, an estimated $1.82K.
  • Carolina Wealth Advisors first reported a position in Oneok in Q4 2021 and held it in 2 quarters.
  • Carolina Wealth Advisors's Oneok position peaked at $12K in Q4 2021.
  • 1,628 funds tracked by Wall St. Rank held Oneok as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.