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Legacy Capital Group California’s Oneok OKE Stock Holding History

Legacy Capital Group California’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
Q3 		– Sell
-5,764
Closed -$471K – 350
2025
Q2 		$471K Sell
5,764
-2,328
-29% -$194K 0.13% 196
2025
Q1 		$803K Buy
8,092
+204
+3% +$20.3K 0.28% 95
2024
Q4 		$792K Buy
+7,888
New +$807K 0.24% 112
2023
Q3 		– Sell
-6,320
Closed -$390K – 292
2023
Q2 		$390K Buy
6,320
+31
+0.5% +$1.92K 0.16% 184
2023
Q1 		$400K Buy
+6,289
New +$418K 0.2% 154

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
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Capital Group California's OKE Position: Q3 2025 in Review

Legacy Capital Group California sold out of Oneok (OKE) in Q3 2025, closing a stake of 5,764 shares — an estimated $471K sold.

Legacy Capital Group California first reported a position in OKE in Q1 2023 and held it in 5 quarters. The position peaked at $803K in Q1 2025. 1,483 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

  • Legacy Capital Group California reported no remaining Oneok position as of Q3 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 5,764 Oneok shares in Q3 2025, an estimated $471K.
  • Legacy Capital Group California first reported a position in Oneok in Q1 2023 and held it in 5 quarters.
  • Legacy Capital Group California's Oneok position peaked at $803K in Q1 2025.
  • 1,483 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on Legacy Capital Group California's 13F filing for Q3 2025, filed 12 Nov 2025.