LFGO
OKE icon

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
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 $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 Group (Oklahoma)'s OKE Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Oneok (OKE) stake by 0.56% in Q1 2026, selling an estimated $23.1K and leaving 49,777 shares worth $4.5M. The position accounts for 1.19% of the portfolio, ranked #19.

Legacy Financial Group (Oklahoma) first reported a position in OKE in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.59M in Q4 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Legacy Financial Group (Oklahoma) held 49,777 shares of Oneok worth $4.5M as of Q1 2026.
  • Legacy Financial Group (Oklahoma) sold 280 Oneok shares in Q1 2026, an estimated $23.1K.
  • Oneok made up 1.19% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #19 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Oneok in Q4 2022 and has held it in 14 quarters since.
  • Legacy Financial Group (Oklahoma)'s Oneok position peaked at $4.59M in Q4 2024.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.