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Legacy Financial Group (Oklahoma)’s Oneok OKE Stock Holding History

Legacy Financial Group (Oklahoma)’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 		$4.02M Sell
46,209
-3,568
-7% -$314K 0.94% 22
2026
Q1 		$4.5M Sell
49,777
-280
-0.6% -$23.1K 1.19% 19
2025
Q4 		$3.68M Buy
50,057
+2,159
+5% +$153K 0.96% 21
2025
Q3 		$3.5M Buy
47,898
+4,932
+11% +$378K 0.96% 21
2025
Q2 		$3.51M Sell
42,966
-1,743
-4% -$145K 1.04% 23
2025
Q1 		$4.44M Sell
44,709
-1,037
-2% -$103K 1.42% 20
2024
Q4 		$4.59M Sell
45,746
-1,171
-2% -$120K 1.48% 19
2024
Q3 		$4.55M Buy
46,917
+3,843
+9% +$334K 1.55% 20
2024
Q2 		$3.51M Buy
43,074
+743
+2% +$59.3K 1.33% 22
2024
Q1 		$3.39M Sell
42,331
-4,448
-10% -$325K 1.34% 21
2023
Q4 		$3.28M Sell
46,779
-5,328
-10% -$357K 1.43% 21
2023
Q3 		$3.31M Buy
52,107
+1,799
+4% +$117K 1.63% 20
2023
Q2 		$3.1M Sell
50,308
-5,114
-9% -$316K 1.55% 20
2023
Q1 		$3.52M Sell
55,422
-7,152
-11% -$475K 1.95% 18
2022
Q4 		$4.11M Buy
+62,574
New +$3.85M 2.53% 16

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 $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s OKE Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Oneok (OKE) stake by 7.2% in Q2 2026, selling an estimated $314K and leaving 46,209 shares worth $4.02M. The position accounts for 0.94% of the portfolio, ranked #22.

Legacy Financial Group (Oklahoma) first reported a position in OKE in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.59M in Q4 2024. 1,656 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 46,209 shares of Oneok worth $4.02M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 3,568 Oneok shares in Q2 2026, an estimated $314K.
  • Oneok made up 0.94% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #22 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Oneok in Q4 2022 and has held it in 15 quarters since.
  • Legacy Financial Group (Oklahoma)'s Oneok position peaked at $4.59M in Q4 2024.
  • 1,656 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.