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Twin Peaks Wealth Advisors’s Oneok OKE Stock Holding History

Twin Peaks 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
2026
Q2 		– Sell
-742
Closed -$67.1K – 1564
2026
Q1 		$67.1K Buy
+742
New +$61.1K 0.02% 366
2025
Q3 		– Sell
-422
Closed -$31.2K – 1482
2025
Q2 		$31.2K Buy
+422
New +$35.2K 0.01% 462

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

Twin Peaks Wealth Advisors's OKE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Oneok (OKE) in Q2 2026, closing a stake of 742 shares — an estimated $67.1K sold.

Twin Peaks Wealth Advisors first reported a position in OKE in Q2 2025 and held it in 2 quarters. The position peaked at $67.1K in Q1 2026. 1,660 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 742 Oneok shares in Q2 2026, an estimated $67.1K.
  • Twin Peaks Wealth Advisors first reported a position in Oneok in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Oneok position peaked at $67.1K in Q1 2026.
  • 1,660 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.