Fiduciary Alliance’s Oneok OKE Stock Holding History

Fiduciary Alliance’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
2025 Q3	–	Sell	-2,495	Closed	-$204K	–	514
2025 Q2	$204K	Buy	+2,495	New	+$208K	0.02%	457

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Fiduciary Alliance's OKE Position: Q3 2025 in Review

Fiduciary Alliance sold out of Oneok (OKE) in Q3 2025, closing a stake of 2,495 shares — an estimated $204K sold.

Fiduciary Alliance first reported a position in OKE in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 1,483 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

Fiduciary Alliance reported no remaining Oneok position as of Q3 2025 after selling out during the quarter.
Fiduciary Alliance sold 2,495 Oneok shares in Q3 2025, an estimated $204K.
Fiduciary Alliance first reported a position in Oneok in Q2 2025 and held it in 1 quarter.
Fiduciary Alliance's Oneok position peaked at $204K in Q2 2025.
1,483 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on Fiduciary Alliance's 13F filing for Q3 2025, filed 8 Oct 2025.