Royal Harbor Partners, LLC OKE — ONEOK INC NEW

Ownership history in Royal Harbor Partners, LLC  ·  8 quarters on record

AI Ownership Summary

Royal Harbor Partners, LLC reported ONEOK INC NEW (OKE) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.13% in 2025 Q1. The latest visible filing shows OKE at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OKE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Royal Harbor Partners, LLC's position in ONEOK INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OKE was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OKE stock page Royal Harbor Partners, LLC fund profile Royal Harbor Partners, LLC full holdings
How Royal Harbor Partners, LLC held OKE — position size vs. price
% of Fund (quarterly)    OKE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,168 — 0% 0.10% $286K 2026-04-24 $86.46
2025 Q4 REDUCED 5.3% +24.7% ❌ 3,168 -177 -5.3% 0.08% $233K 2026-02-19 $85.85
2025 Q3 UNCHANGED — — — 3,345 — 0% 0.08% $244K 2025-10-22 $66.79
2025 Q2 UNCHANGED — — — 3,345 — 0% 0.10% $273K 2025-08-08 $71.47
2025 Q1 ADDED — — — 3,345 +584 +21.2% 0.13% $332K 2025-04-29 $82.24
2024 Q3 UNCHANGED — — — 2,761 — 0% 0.10% $252K 2024-10-29 $87.58
2024 Q2 UNCHANGED — — — 2,761 — 0% 0.09% $225K 2024-07-31 $75.47
2024 Q1 INITIATED — — — 2,761 — — 0.10% $221K 2024-04-30 $71.66

🏢 Other funds also holding OKE

As of 2026 Q1 — sorted by position size

OAKLAND FINANCIAL CORP 12.84% Heronetta Management, L.P. 3Y 7Y 11.62% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 7.5% KAYNE ANDERSON CAPITAL ADVISORS LP 3Y 7Y 6.7% Recurrent Investment Advisors LLC 3Y 6.29% SL ADVISORS, LLC 3Y 7Y 5.97% TORTOISE CAPITAL ADVISORS, L.L.C. 3Y 7Y 5.74% Sprinkle Financial Consultants LLC 5.33% St. James Investment Company, LLC 3Y 7Y 5.04% CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3Y 7Y 4.79%

FAQ About Royal Harbor Partners, LLC and OKE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Royal Harbor Partners, LLC reported owning OKE?

Royal Harbor Partners, LLC reported OKE across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported OKE position in Royal Harbor Partners, LLC's portfolio?

The largest reported portfolio weight for OKE was 0.13% in 2025 Q1.

What is the latest reported OKE position on this page?

The most recent filing on this page is 2026 Q1, when Royal Harbor Partners, LLC reported 3,168 shares, equal to 0.10% of portfolio, with an estimated market value of $286K.

What does the chart on this OKE ownership page compare?

The chart compares Royal Harbor Partners, LLC's quarterly OKE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Royal Harbor Partners, LLC time their OKE position?

Based on 13F filing dates vs. subsequent OKE price moves, Royal Harbor Partners, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on OKE relative to SPY over the holding period was -9.1%.

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