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Lakeshore Financial Planning, Inc. → OKE

Lakeshore Financial Planning, Inc. OKE Position History

ONEOK, Inc. • Energy

Quarters held
5
Latest value
$41.7M
Q3 2026
Peak value
$41.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$36.5M
Q4 2025$37.6M
Q1 2026$38.1M
Q2 2026$38M
Q3 2026$41.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$41.7M843.2K——
Q2 2026$38M767.8K——
Q1 2026$38.1M768.9K——
Q4 2025$37.6M757.3K——
Q3 2025$36.5M732.2K——

Other funds holding OKE

Other Lakeshore Financial Planning, Inc. positions

ETHA

ISHARES TR

$61.6M
ETHA

ISHARES TR

$60.4M
ETHA

ISHARES TR

$56.7M
ETHA

ISHARES TR

$55.1M
ETHA

ISHARES TR

$45.8M
VGES

VANGUARD INDEX FDS

$23.8M
VGES

VANGUARD INDEX FDS

$23.7M
STT-PG

SELECT SECTOR SPDR TR

$23.5M