Legacy Advisors’s Oneok OKE Stock Holding History

Legacy 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
2025 Q1	$623K	Buy	6,277 +3,836	+157%	+$381K	0.06%	232
2024 Q4	$245K	Sell	2,441 -418	-15%	-$42.8K	0.02%	346
2024 Q3	$261K	Buy	+2,859	New	+$249K	0.03%	316

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Advisors's OKE Position: Q1 2025 in Review

Legacy Advisors increased its Oneok (OKE) stake by 157% in Q1 2025, buying an estimated $381K and bringing the position to 6,277 shares worth $623K. The position accounts for 0.06% of the portfolio, ranked #232.

Legacy Advisors first reported a position in OKE in Q3 2024 and has held it in 3 quarters since. 1,621 funds tracked by Wall St. Rank hold OKE as of Q1 2025.

Legacy Advisors held 6,277 shares of Oneok worth $623K as of Q1 2025.
Legacy Advisors bought 3,836 Oneok shares in Q1 2025, an estimated $381K.
Oneok made up 0.06% of Legacy Advisors's portfolio in Q1 2025, its #232 holding.
Legacy Advisors first reported a position in Oneok in Q3 2024 and has held it in 3 quarters since.
1,621 funds tracked by Wall St. Rank held Oneok as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.