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Forum Financial Management’s Oneok OKE Stock Holding History

Forum Financial 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
2026
Q2 		$12.8M Buy
147,028
+325
+0.2% +$28.6K 0.16% 31
2026
Q1 		$13.3M Sell
146,703
-7,861
-5% -$647K 0.19% 29
2025
Q4 		$11.4M Buy
154,564
+141,445
+1,078% +$10M 0.15% 38
2025
Q3 		$957K Buy
13,119
+1,616
+14% +$124K 0.01% 248
2025
Q2 		$939K Buy
11,503
+1,351
+13% +$113K 0.01% 229
2025
Q1 		$1.01M Buy
10,152
+2,855
+39% +$283K 0.02% 208
2024
Q4 		$733K Buy
7,297
+2,116
+41% +$216K 0.01% 267
2024
Q3 		$472K Sell
5,181
-105
-2% -$9.14K 0.01% 347
2024
Q2 		$431K Sell
5,286
-7,702
-59% -$615K 0.01% 350
2024
Q1 		$1.04M Buy
12,988
+629
+5% +$45.9K 0.02% 187
2023
Q4 		$868K Sell
12,359
-1,816
-13% -$122K 0.02% 184
2023
Q3 		$899K Buy
14,175
+2,115
+18% +$138K 0.02% 173
2023
Q2 		$744K Buy
12,060
+8
+0.1% +$495 0.02% 203
2023
Q1 		$766K Buy
12,052
+7
+0.1% +$465 0.02% 179
2022
Q4 		$791K Hold
12,045
– – 0.03% 170
2022
Q3 		$617K Buy
12,045
+200
+2% +$11.9K 0.03% 184
2022
Q2 		$657K Sell
11,845
-400
-3% -$25.9K 0.03% 183
2022
Q1 		$864K Buy
12,245
+4,407
+56% +$282K 0.04% 151
2021
Q4 		$461K Buy
+7,838
New +$486K 0.02% 271

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 $59.9B AUM 27.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Forum Financial Management's OKE Position: Q2 2026 in Review

Forum Financial Management increased its Oneok (OKE) stake by 0.22% in Q2 2026, buying an estimated $28.6K and bringing the position to 147,028 shares worth $12.8M. The position accounts for 0.16% of the portfolio, ranked #31.

Forum Financial Management first reported a position in OKE in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.3M in Q1 2026. 1,648 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Forum Financial Management held 147,028 shares of Oneok worth $12.8M as of Q2 2026.
  • Forum Financial Management bought 325 Oneok shares in Q2 2026, an estimated $28.6K.
  • Oneok made up 0.16% of Forum Financial Management's portfolio in Q2 2026, its #31 holding.
  • Forum Financial Management first reported a position in Oneok in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Oneok position peaked at $13.3M in Q1 2026.
  • 1,648 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.