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Legacy Wealth Management (Idaho)’s Oneok OKE Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-742
Closed -$67.1K – 703
2026
Q1 		$67.1K Buy
742
+114
+18% +$9.39K 0.03% 234
2025
Q4 		$46.2K Sell
628
-114
-15% -$8.08K 0.02% 228
2025
Q3 		$54.1K Sell
742
-3
-0.4% -$230 0.02% 168
2025
Q2 		$60.8K Sell
745
-63
-8% -$5.25K 0.03% 140
2025
Q1 		$80.2K Sell
808
-179
-18% -$17.8K 0.06% 109
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

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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 $59.9B AUM 27.01% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s OKE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Oneok (OKE) in Q2 2026, closing a stake of 742 shares — an estimated $67.1K sold.

Legacy Wealth Management (Idaho) first reported a position in OKE in Q3 2024 and held it in 7 quarters. The position peaked at $115K in Q3 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 742 Oneok shares in Q2 2026, an estimated $67.1K.
  • Legacy Wealth Management (Idaho) first reported a position in Oneok in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Oneok position peaked at $115K in Q3 2024.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.