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Legacy Trust’s Oneok OKE Stock Holding History

Legacy Trust’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
Q3 		$295K Buy
3,041
+480
+19% +$44.2K 0.05% 186
2026
Q2 		$223K Buy
2,561
+40
+2% +$3.52K 0.04% 197
2026
Q1 		$228K Buy
+2,521
New +$208K 0.04% 193
2025
Q3 		– Sell
-2,526
Closed -$206K – 189
2025
Q2 		$206K Buy
+2,526
New +$211K 0.05% 140

Other funds holding OKE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Legacy Trust's OKE Position: Q3 2026 in Review

Legacy Trust increased its Oneok (OKE) stake by 19% in Q3 2026, buying an estimated $44.2K and bringing the position to 3,041 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #186.

Legacy Trust first reported a position in OKE in Q2 2025 and has held it in 4 quarters since. 940 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

  • Legacy Trust held 3,041 shares of Oneok worth $295K as of Q3 2026.
  • Legacy Trust bought 480 Oneok shares in Q3 2026, an estimated $44.2K.
  • Oneok made up 0.05% of Legacy Trust's portfolio in Q3 2026, its #186 holding.
  • Legacy Trust first reported a position in Oneok in Q2 2025 and has held it in 4 quarters since.
  • 940 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.