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Pinnacle Family Advisors’s Oneok OKE Stock Holding History

Pinnacle Family 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 		$302K Buy
3,479
+28
+0.8% +$2.47K 0.13% 119
2026
Q1 		$312K Buy
3,451
+6
+0.2% +$494 0.15% 100
2025
Q4 		$253K Buy
3,445
+33
+1% +$2.34K 0.11% 121
2025
Q3 		$249K Buy
3,412
+273
+9% +$20.9K 0.11% 109
2025
Q2 		$255K Buy
3,139
+14
+0.4% +$1.17K 0.12% 110
2025
Q1 		$310K Sell
3,125
-27
-0.9% -$2.68K 0.17% 89
2024
Q4 		$316K Buy
3,152
+225
+8% +$23K 0.15% 90
2024
Q3 		$267K Buy
2,927
+154
+6% +$13.4K 0.14% 103
2024
Q2 		$226K Buy
2,773
+264
+11% +$21.1K 0.13% 101
2024
Q1 		$201K Buy
+2,509
New +$183K 0.11% 99

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

Pinnacle Family Advisors's OKE Position: Q2 2026 in Review

Pinnacle Family Advisors increased its Oneok (OKE) stake by 0.81% in Q2 2026, buying an estimated $2.47K and bringing the position to 3,479 shares worth $302K. The position accounts for 0.13% of the portfolio, ranked #119.

Pinnacle Family Advisors first reported a position in OKE in Q1 2024 and has held it in 10 quarters since. The position peaked at $316K in Q4 2024. 1,657 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Pinnacle Family Advisors held 3,479 shares of Oneok worth $302K as of Q2 2026.
  • Pinnacle Family Advisors bought 28 Oneok shares in Q2 2026, an estimated $2.47K.
  • Oneok made up 0.13% of Pinnacle Family Advisors's portfolio in Q2 2026, its #119 holding.
  • Pinnacle Family Advisors first reported a position in Oneok in Q1 2024 and has held it in 10 quarters since.
  • Pinnacle Family Advisors's Oneok position peaked at $316K in Q4 2024.
  • 1,657 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.