Williamson Legacy Group’s Oneok OKE Stock Holding History

Williamson Legacy Group’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	–	Sell	-19,110	Closed	-$1.9M	–	129
2025 Q1	$1.9M	Buy	19,110 +16,295	+579%	+$1.62M	1.8%	9
2024 Q4	$283K	Buy	+2,815	New	+$288K	0.19%	103

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Williamson Legacy Group's OKE Position: Q2 2025 in Review

Williamson Legacy Group sold out of Oneok (OKE) in Q2 2025, closing a stake of 19,110 shares — an estimated $1.9M sold.

Williamson Legacy Group first reported a position in OKE in Q4 2024 and held it in 2 quarters. The position peaked at $1.9M in Q1 2025. 1,562 funds tracked by Wall St. Rank hold OKE as of Q2 2025.

Williamson Legacy Group reported no remaining Oneok position as of Q2 2025 after selling out during the quarter.
Williamson Legacy Group sold 19,110 Oneok shares in Q2 2025, an estimated $1.9M.
Williamson Legacy Group first reported a position in Oneok in Q4 2024 and held it in 2 quarters.
Williamson Legacy Group's Oneok position peaked at $1.9M in Q1 2025.
1,562 funds tracked by Wall St. Rank held Oneok as of Q2 2025.

Based on Williamson Legacy Group's 13F filing for Q2 2025, filed 13 Aug 2025.