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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Legacy Trust's OKE Position: Q1 2026 in Review

Legacy Trust opened a new position in Oneok (OKE) in Q1 2026: 2,521 shares worth $228K. The stake represents 0.04% of the portfolio and ranks #193 among its holdings. This is a return to the name: Legacy Trust previously reported a position in OKE as recently as Q2 2025.

Legacy Trust first reported a position in OKE in Q2 2025 and has held it in 2 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Legacy Trust held 2,521 shares of Oneok worth $228K as of Q1 2026.
Oneok was a new Legacy Trust position in Q1 2026.
Oneok made up 0.04% of Legacy Trust's portfolio in Q1 2026, its #193 holding.
Legacy Trust first reported a position in Oneok in Q2 2025 and has held it in 2 quarters since.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.