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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
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 $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

Pinnacle Family Advisors's OKE Position: Q1 2026 in Review

Pinnacle Family Advisors increased its Oneok (OKE) stake by 0.17% in Q1 2026, buying an estimated $494 and bringing the position to 3,451 shares worth $312K. The position accounts for 0.15% of the portfolio, ranked #100.

Pinnacle Family Advisors first reported a position in OKE in Q1 2024 and has held it in 9 quarters since. The position peaked at $316K in Q4 2024. 1,681 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Pinnacle Family Advisors held 3,451 shares of Oneok worth $312K as of Q1 2026.
  • Pinnacle Family Advisors bought 6 Oneok shares in Q1 2026, an estimated $494.
  • Oneok made up 0.15% of Pinnacle Family Advisors's portfolio in Q1 2026, its #100 holding.
  • Pinnacle Family Advisors first reported a position in Oneok in Q1 2024 and has held it in 9 quarters since.
  • Pinnacle Family Advisors's Oneok position peaked at $316K in Q4 2024.
  • 1,681 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.