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Concord Wealth Partners’s Oneok OKE Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-60
Closed -$4.38K – 879
2025
Q3 		$4.38K Hold
60
– – ﹤0.01% 643
2025
Q2 		$4.9K Hold
60
– – ﹤0.01% 638
2025
Q1 		$5.95K Sell
60
-739
-92% -$73.4K ﹤0.01% 565
2024
Q4 		$80.2K Buy
799
+2
+0.3% +$205 0.01% 273
2024
Q3 		$72.6K Buy
797
+1
+0.1% +$87 0.01% 291
2024
Q2 		$64.9K Sell
796
-159
-17% -$12.7K 0.01% 282
2024
Q1 		$76.5K Sell
955
-2,388
-71% -$174K 0.01% 297
2023
Q4 		$235K Sell
3,343
-112
-3% -$7.51K 0.05% 181
2023
Q3 		$219K Buy
3,455
+744
+27% +$48.6K 0.05% 190
2023
Q2 		$167K Buy
2,711
+916
+51% +$56.7K 0.04% 209
2023
Q1 		$114K Sell
1,795
-698
-28% -$46.4K 0.03% 235
2022
Q4 		$164K Buy
+2,493
New +$153K 0.05% 178
2022
Q3 		– Sell
-1,895
Closed -$105K – 810
2022
Q2 		$105K Buy
1,895
+292
+18% +$18.9K 0.03% 256
2022
Q1 		$113K Buy
1,603
+659
+70% +$42.2K 0.03% 281
2021
Q4 		$55K Buy
944
+444
+89% +$27.5K 0.01% 439
2021
Q3 		$29K Hold
500
– – 0.01% 312
2021
Q2 		$28K Hold
500
– – 0.01% 438
2021
Q1 		$25K Hold
500
– – 0.01% 440
2020
Q4 		$19K Buy
+500
New +$16.8K 0.01% 315

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Concord Wealth Partners's OKE Position: Q4 2025 in Review

Concord Wealth Partners sold out of Oneok (OKE) in Q4 2025, closing a stake of 60 shares — an estimated $4.38K sold.

Concord Wealth Partners first reported a position in OKE in Q4 2020 and held it in 19 quarters. The position peaked at $235K in Q4 2023. 1,554 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

  • Concord Wealth Partners reported no remaining Oneok position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 60 Oneok shares in Q4 2025, an estimated $4.38K.
  • Concord Wealth Partners first reported a position in Oneok in Q4 2020 and held it in 19 quarters.
  • Concord Wealth Partners's Oneok position peaked at $235K in Q4 2023.
  • 1,554 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.