RIA Advisory Group’s Oneok OKE Stock Holding History

RIA Advisory Group’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 Q1	–	Sell	-2,382	Closed	-$239K	–	157
2024 Q4	$239K	Buy	+2,382	New	+$244K	0.08%	124
2024 Q1	–	Sell	-32,892	Closed	-$967K	–	184
2023 Q4	$967K	Buy	+32,892	New	+$2.2M	0.4%	36

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

RIA Advisory Group's OKE Position: Q1 2025 in Review

RIA Advisory Group sold out of Oneok (OKE) in Q1 2025, closing a stake of 2,382 shares — an estimated $239K sold.

RIA Advisory Group first reported a position in OKE in Q4 2023 and held it in 2 quarters. The position peaked at $967K in Q4 2023. 1,618 funds tracked by Wall St. Rank hold OKE as of Q1 2025.

RIA Advisory Group reported no remaining Oneok position as of Q1 2025 after selling out during the quarter.
RIA Advisory Group sold 2,382 Oneok shares in Q1 2025, an estimated $239K.
RIA Advisory Group first reported a position in Oneok in Q4 2023 and held it in 2 quarters.
RIA Advisory Group's Oneok position peaked at $967K in Q4 2023.
1,618 funds tracked by Wall St. Rank held Oneok as of Q1 2025.

Based on RIA Advisory Group's 13F filing for Q1 2025, filed 12 May 2025.