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Legacy Financial Advisors’s Oneok OKE Stock Holding History

Legacy Financial 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
2026
Q1 		$292K Sell
3,232
-54
-2% -$4.45K 0.04% 328
2025
Q4 		$242K Buy
3,286
+59
+2% +$4.18K 0.03% 353
2025
Q3 		$235K Buy
3,227
+647
+25% +$49.5K 0.03% 371
2025
Q2 		$211K Sell
2,580
-61
-2% -$5.09K 0.03% 327
2025
Q1 		$262K Sell
2,641
-72
-3% -$7.15K 0.04% 294
2024
Q4 		$272K Buy
2,713
+310
+13% +$31.7K 0.05% 287
2024
Q3 		$219K Buy
+2,403
New +$209K 0.04% 326
2019
Q2 		– Sell
-212
Closed -$15K – 661
2019
Q1 		$15K Buy
212
+190
+864% +$12.3K 0.01% 526
2018
Q4 		$1K Buy
22
+13
+144% +$807 ﹤0.01% 925
2018
Q3 		$0 Sell
9
-32
-78% -$2.19K ﹤0.01% 933
2018
Q2 		$3K Buy
+41
New +$2.64K ﹤0.01% 787

Other funds holding OKE

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Legacy Financial Advisors's OKE Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Oneok (OKE) stake by 1.6% in Q1 2026, selling an estimated $4.45K and leaving 3,232 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #328.

Legacy Financial Advisors first reported a position in OKE in Q2 2018 and has held it in 11 quarters since. 1,681 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Legacy Financial Advisors held 3,232 shares of Oneok worth $292K as of Q1 2026.
  • Legacy Financial Advisors sold 54 Oneok shares in Q1 2026, an estimated $4.45K.
  • Oneok made up 0.04% of Legacy Financial Advisors's portfolio in Q1 2026, its #328 holding.
  • Legacy Financial Advisors first reported a position in Oneok in Q2 2018 and has held it in 11 quarters since.
  • 1,681 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.