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Legacy Investment Solutions’s Oneok OKE Stock Holding History

Legacy Investment Solutions’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
Q2 		$60.8K Buy
+745
New +$62.1K 0.03% 140
2024
Q4 		$94.6K Sell
987
-75
-7% -$7.67K 0.06% 91
2024
Q3 		$115K Buy
+1,062
New +$92.4K 0.07% 80

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Legacy Investment Solutions's OKE Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Oneok (OKE) in Q2 2025: 745 shares worth $60.8K. The stake represents 0.03% of the portfolio and ranks #140 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in OKE as recently as Q4 2024.

Legacy Investment Solutions first reported a position in OKE in Q3 2024 and has held it in 3 quarters since. The position peaked at $115K in Q3 2024. 1,562 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

  • Legacy Investment Solutions held 745 shares of Oneok worth $60.8K as of Q2 2025.
  • Oneok was a new Legacy Investment Solutions position in Q2 2025.
  • Oneok made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #140 holding.
  • Legacy Investment Solutions first reported a position in Oneok in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Oneok position peaked at $115K in Q3 2024.
  • 1,562 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.