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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
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 $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

Twin Peaks Wealth Advisors's OKE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Oneok (OKE) in Q1 2026: 742 shares worth $67.1K. The stake represents 0.02% of the portfolio and ranks #366 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in OKE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in OKE in Q2 2025 and has held it in 2 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 742 shares of Oneok worth $67.1K as of Q1 2026.
  • Oneok was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Oneok made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #366 holding.
  • Twin Peaks Wealth Advisors first reported a position in Oneok in Q2 2025 and has held it in 2 quarters since.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.