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Principia Wealth Advisory’s Oneok OKE Stock Holding History

Principia Wealth Advisory’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 		$4.09K Buy
47
+8
+21% +$705 ﹤0.01% 405
2026
Q1 		$3.52K Buy
39
+5
+15% +$412 ﹤0.01% 371
2025
Q4 		$2.5K Buy
34
+16
+89% +$1.13K ﹤0.01% 397
2025
Q3 		$1.31K Buy
18
+11
+157% +$842 ﹤0.01% 547
2025
Q2 		$571 Sell
7
-4
-36% -$333 ﹤0.01% 707
2025
Q1 		$933 Sell
11
-5
-31% -$496 ﹤0.01% 412
2024
Q4 		$1.61K Buy
+16
New +$1.64K ﹤0.01% 277

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

Principia Wealth Advisory's OKE Position: Q2 2026 in Review

Principia Wealth Advisory increased its Oneok (OKE) stake by 21% in Q2 2026, buying an estimated $705 and bringing the position to 47 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Principia Wealth Advisory first reported a position in OKE in Q4 2024 and has held it in 7 quarters since. 1,653 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Principia Wealth Advisory held 47 shares of Oneok worth $4.09K as of Q2 2026.
  • Principia Wealth Advisory bought 8 Oneok shares in Q2 2026, an estimated $705.
  • Oneok made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #405 holding.
  • Principia Wealth Advisory first reported a position in Oneok in Q4 2024 and has held it in 7 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.