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Regent Peak Wealth Advisors’s Oneok OKE Stock Holding History

Regent Peak Wealth 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
2025
Q1 		$203K Sell
2,050
-14
-0.7% -$1.39K 0.05% 168
2024
Q4 		$207K Buy
+2,064
New +$211K 0.05% 163
2021
Q1 		– Sell
-1,718
Closed -$66K – 714
2020
Q4 		$66K Buy
+1,718
New +$57.8K 0.02% 265

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regent Peak Wealth Advisors's OKE Position: Q1 2025 in Review

Regent Peak Wealth Advisors reduced its Oneok (OKE) stake by 0.68% in Q1 2025, selling an estimated $1.39K and leaving 2,050 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #168.

Regent Peak Wealth Advisors first reported a position in OKE in Q4 2020 and has held it in 3 quarters since. The position peaked at $207K in Q4 2024. 1,618 funds tracked by Wall St. Rank hold OKE as of Q1 2025.

  • Regent Peak Wealth Advisors held 2,050 shares of Oneok worth $203K as of Q1 2025.
  • Regent Peak Wealth Advisors sold 14 Oneok shares in Q1 2025, an estimated $1.39K.
  • Oneok made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q1 2025, its #168 holding.
  • Regent Peak Wealth Advisors first reported a position in Oneok in Q4 2020 and has held it in 3 quarters since.
  • Regent Peak Wealth Advisors's Oneok position peaked at $207K in Q4 2024.
  • 1,618 funds tracked by Wall St. Rank held Oneok as of Q1 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.