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Pinion Investment Advisors’s Oneok OKE Stock Holding History

Pinion Investment 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 		$1.24M Buy
14,269
+864
+6% +$76.1K 0.24% 64
2026
Q1 		$1.21M Sell
13,405
-79
-0.6% -$6.5K 0.28% 59
2025
Q4 		$991K Sell
13,484
-1,032
-7% -$73.1K 0.24% 65
2025
Q3 		$996K Buy
14,516
+2,134
+17% +$163K 0.27% 66
2025
Q2 		$1.01M Sell
12,382
-11,610
-48% -$968K 0.35% 52
2025
Q1 		$2.38M Buy
23,992
+12,916
+117% +$1.28M 0.52% 33
2024
Q4 		$1.11M Buy
11,076
+2,263
+26% +$231K 0.44% 39
2024
Q3 		$803K Buy
8,813
+817
+10% +$71.1K 0.34% 60
2024
Q2 		$652K Sell
7,996
-71
-0.9% -$5.67K 0.32% 58
2024
Q1 		$647K Buy
8,067
+697
+9% +$50.9K 0.34% 58
2023
Q4 		$518K Buy
7,370
+785
+12% +$52.6K 0.31% 71
2023
Q3 		$418K Buy
6,585
+706
+12% +$46.1K 0.27% 94
2023
Q2 		$363K Sell
5,879
-926
-14% -$57.3K 0.25% 103
2023
Q1 		$432K Buy
6,805
+1,511
+29% +$100K 0.41% 66
2022
Q4 		$348K Buy
+5,294
New +$325K 0.33% 83
2020
Q1 		– Sell
-5,593
Closed -$423K – 110
2019
Q4 		$423K Buy
5,593
+72
+1% +$5.15K 0.78% 58
2019
Q3 		$407K Buy
5,521
+233
+4% +$16.5K 0.83% 58
2019
Q2 		$364K Sell
5,288
-590
-10% -$39.8K 0.78% 64
2019
Q1 		$411K Buy
5,878
+564
+11% +$36.5K 0.72% 66
2018
Q4 		$287K Buy
5,314
+204
+4% +$12.7K 0.6% 88
2018
Q3 		$346K Sell
5,110
-56
-1% -$3.83K 0.66% 73
2018
Q2 		$361K Buy
+5,166
New +$333K 0.7% 64

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

Pinion Investment Advisors's OKE Position: Q2 2026 in Review

Pinion Investment Advisors increased its Oneok (OKE) stake by 6.4% in Q2 2026, buying an estimated $76.1K and bringing the position to 14,269 shares worth $1.24M. The position accounts for 0.24% of the portfolio, ranked #64.

Pinion Investment Advisors first reported a position in OKE in Q2 2018 and has held it in 22 quarters since. The position peaked at $2.38M in Q1 2025. 1,658 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Pinion Investment Advisors held 14,269 shares of Oneok worth $1.24M as of Q2 2026.
  • Pinion Investment Advisors bought 864 Oneok shares in Q2 2026, an estimated $76.1K.
  • Oneok made up 0.24% of Pinion Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • Pinion Investment Advisors first reported a position in Oneok in Q2 2018 and has held it in 22 quarters since.
  • Pinion Investment Advisors's Oneok position peaked at $2.38M in Q1 2025.
  • 1,658 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.