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Forefront Wealth Management’s Oneok OKE Stock Holding History

Forefront Wealth Management’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 		$2.1M Sell
28,631
-12,229
-30% -$866K 1.51% 26
2025
Q3 		$2.98M Sell
40,860
-1,489
-4% -$114K 2.19% 15
2025
Q2 		$3.46M Sell
42,349
-1,487
-3% -$124K 2.77% 10
2025
Q1 		$4.35M Sell
43,836
-91
-0.2% -$9.03K 4.02% 8
2024
Q4 		$4.41M Buy
+43,927
New +$4.49M 4.06% 8
2023
Q3 		$2.67M Buy
42,132
+251
+0.6% +$16.4K 3.75% 10
2023
Q2 		$2.58M Sell
41,881
-864
-2% -$53.4K 3.42% 10
2023
Q1 		$2.72M Buy
42,745
+71
+0.2% +$4.72K 3.55% 8
2022
Q4 		$2.8M Buy
42,674
+161
+0.4% +$9.89K 3.78% 11
2022
Q3 		$2.18M Buy
42,513
+16,438
+63% +$978K 3.03% 12
2022
Q2 		$1.45M Buy
+26,075
New +$1.69M 1.95% 19

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Forefront Wealth Management's OKE Position: Q4 2025 in Review

Forefront Wealth Management reduced its Oneok (OKE) stake by 30% in Q4 2025, selling an estimated $866K and leaving 28,631 shares worth $2.1M. The position accounts for 1.51% of the portfolio, ranked #26.

Forefront Wealth Management first reported a position in OKE in Q2 2022 and has held it in 11 quarters since. The position peaked at $4.41M in Q4 2024. 1,550 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

  • Forefront Wealth Management held 28,631 shares of Oneok worth $2.1M as of Q4 2025.
  • Forefront Wealth Management sold 12,229 Oneok shares in Q4 2025, an estimated $866K.
  • Oneok made up 1.51% of Forefront Wealth Management's portfolio in Q4 2025, its #26 holding.
  • Forefront Wealth Management first reported a position in Oneok in Q2 2022 and has held it in 11 quarters since.
  • Forefront Wealth Management's Oneok position peaked at $4.41M in Q4 2024.
  • 1,550 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.