Back to OKE
Concurrent Investment Advisors, LLC → OKE
Concurrent Investment Advisors, LLC OKE Position History
ONEOK, Inc. • Energy
Quarters held
21
Latest value
$14.7M
Q3 2026
Peak value
$24.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.8M |
| Q3 2025 | $465K |
| Q4 2025 | $1.9M |
| Q4 2025 | $8K |
| Q4 2025 | $8.9M |
| Q4 2025 | $12K |
| Q4 2025 | $748K |
| Q1 2026 | $3.4M |
| Q1 2026 | $11.2M |
| Q1 2026 | $10K |
| Q1 2026 | $1.5M |
| Q2 2026 | $10K |
| Q2 2026 | $10M |
| Q2 2026 | $5.4M |
| Q2 2026 | $1.6M |
| Q3 2026 | $7.9M |
| Q3 2026 | $17K |
| Q3 2026 | $9M |
| Q3 2026 | $9K |
| Q3 2026 | $24.8M |
| Q3 2026 | $14.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.7M | 297.9K | — | — |
| Q3 2026 | $24.8M | 501.7K | — | — |
| Q3 2026 | $9K | 110 | — | — |
| Q3 2026 | $9M | 105.7K | — | — |
| Q3 2026 | $17K | 200 | — | — |
| Q3 2026 | $7.9M | 92.2K | — | — |
| Q2 2026 | $1.6M | 31.8K | — | — |
| Q2 2026 | $5.4M | 61.6K | — | — |
| Q2 2026 | $10M | 115.1K | — | — |
| Q2 2026 | $10K | 110 | — | — |
| Q1 2026 | $1.5M | 29.7K | — | — |
| Q1 2026 | $10K | 110 | — | — |
| Q1 2026 | $11.2M | 124.2K | — | — |
| Q1 2026 | $3.4M | 38.1K | — | — |
| Q4 2025 | $748K | 15.1K | — | — |
| Q4 2025 | $12K | 238 | — | — |
| Q4 2025 | $8.9M | 121.1K | — | — |
| Q4 2025 | $8K | 110 | — | — |
| Q4 2025 | $1.9M | 26.1K | — | — |
| Q3 2025 | $465K | 9.3K | — | — |
| Q3 2025 | $5.8M | 80.0K | — | — |
Other funds holding OKE
$7.1B
$5.2B
$5.2B
$3.9B
$3.8B
$3.8B
$3.8B