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Regal Investment Advisors’s Oneok OKE Stock Holding History

Regal 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 		$1.52M Buy
16,833
+3,010
+22% +$248K 0.09% 230
2025
Q4 		$1.02M Buy
13,823
+10,200
+282% +$723K 0.06% 277
2025
Q3 		$264K Sell
3,623
-34
-0.9% -$2.6K 0.02% 487
2025
Q2 		$298K Sell
3,657
-344
-9% -$28.7K 0.02% 425
2025
Q1 		$397K Sell
4,001
-203
-5% -$20.2K 0.03% 358
2024
Q4 		$422K Sell
4,204
-19
-0.4% -$1.94K 0.03% 354
2024
Q3 		$385K Sell
4,223
-227
-5% -$19.8K 0.03% 395
2024
Q2 		$363K Buy
4,450
+16
+0.4% +$1.28K 0.02% 417
2024
Q1 		$355K Buy
4,434
+619
+16% +$45.2K 0.02% 425
2023
Q4 		$268K Sell
3,815
-816
-18% -$54.7K 0.02% 443
2023
Q3 		$294K Buy
4,631
+159
+4% +$10.4K 0.02% 396
2023
Q2 		$276K Buy
4,472
+705
+19% +$43.6K 0.02% 411
2023
Q1 		$239K Buy
3,767
+336
+10% +$22.3K 0.02% 446
2022
Q4 		$225K Buy
+3,431
New +$211K 0.02% 432
2022
Q2 		– Sell
-3,981
Closed -$281K – 541
2022
Q1 		$281K Hold
3,981
– – 0.03% 429
2021
Q4 		$234K Hold
3,981
– – 0.02% 490
2021
Q3 		$231K Buy
+3,981
New +$214K 0.02% 479
2020
Q1 		– Sell
-3,513
Closed -$266K – 217
2019
Q4 		$266K Sell
3,513
-2,087
-37% -$149K 0.05% 279
2019
Q3 		$413K Buy
5,600
+2,014
+56% +$143K 0.08% 207
2019
Q2 		$247K Buy
+3,586
New +$242K 0.05% 276
2014
Q4 		– Sell
-280
Closed -$18K – 980
2014
Q3 		$18K Sell
280
-46
-14% -$3.08K 0.01% 574
2014
Q2 		$22K Buy
326
+46
+16% +$2.91K 0.01% 528
2014
Q1 		$17K Sell
280
-40
-13% -$2.34K 0.01% 549
2013
Q4 		$17K Hold
320
– – 0.01% 494
2013
Q3 		$15K Hold
320
– – 0.01% 523
2013
Q2 		$12K Buy
+320
New +$13.2K 0.01% 553

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

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

Regal Investment Advisors increased its Oneok (OKE) stake by 22% in Q1 2026, buying an estimated $248K and bringing the position to 16,833 shares worth $1.52M. The position accounts for 0.09% of the portfolio, ranked #230.

Regal Investment Advisors first reported a position in OKE in Q2 2013 and has held it in 26 quarters since. 1,681 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Regal Investment Advisors held 16,833 shares of Oneok worth $1.52M as of Q1 2026.
  • Regal Investment Advisors bought 3,010 Oneok shares in Q1 2026, an estimated $248K.
  • Oneok made up 0.09% of Regal Investment Advisors's portfolio in Q1 2026, its #230 holding.
  • Regal Investment Advisors first reported a position in Oneok in Q2 2013 and has held it in 26 quarters since.
  • 1,681 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.