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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Pinion Investment Advisors's OKE Position: Q1 2026 in Review

Pinion Investment Advisors reduced its Oneok (OKE) stake by 0.59% in Q1 2026, selling an estimated $6.5K and leaving 13,405 shares worth $1.21M. The position accounts for 0.28% of the portfolio, ranked #59.

Pinion Investment Advisors first reported a position in OKE in Q2 2018 and has held it in 21 quarters since. The position peaked at $2.38M in Q1 2025. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Pinion Investment Advisors held 13,405 shares of Oneok worth $1.21M as of Q1 2026.
  • Pinion Investment Advisors sold 79 Oneok shares in Q1 2026, an estimated $6.5K.
  • Oneok made up 0.28% of Pinion Investment Advisors's portfolio in Q1 2026, its #59 holding.
  • Pinion Investment Advisors first reported a position in Oneok in Q2 2018 and has held it in 21 quarters since.
  • Pinion Investment Advisors's Oneok position peaked at $2.38M in Q1 2025.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.