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Pettinga Financial Advisors’s Oneok OKE Stock Holding History

Pettinga Financial 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
2026
Q2 		$285K Buy
3,275
+208
+7% +$18.3K 0.05% 123
2026
Q1 		$277K Sell
3,067
-1,725
-36% -$142K 0.05% 124
2025
Q4 		$352K Buy
4,792
+1,917
+67% +$136K 0.07% 107
2025
Q3 		$210K Buy
+2,875
New +$220K 0.04% 129

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pettinga Financial Advisors's OKE Position: Q2 2026 in Review

Pettinga Financial Advisors increased its Oneok (OKE) stake by 6.8% in Q2 2026, buying an estimated $18.3K and bringing the position to 3,275 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #123.

Pettinga Financial Advisors first reported a position in OKE in Q3 2025 and has held it in 4 quarters since. The position peaked at $352K in Q4 2025. 1,653 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Pettinga Financial Advisors held 3,275 shares of Oneok worth $285K as of Q2 2026.
  • Pettinga Financial Advisors bought 208 Oneok shares in Q2 2026, an estimated $18.3K.
  • Oneok made up 0.05% of Pettinga Financial Advisors's portfolio in Q2 2026, its #123 holding.
  • Pettinga Financial Advisors first reported a position in Oneok in Q3 2025 and has held it in 4 quarters since.
  • Pettinga Financial Advisors's Oneok position peaked at $352K in Q4 2025.
  • 1,653 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.