Back to OKE

M Wealth Management, LLC → OKE

M Wealth Management, LLC OKE Position History

ONEOK, Inc. • Energy

Quarters held
5
Latest value
$14.6M
Q3 2026
Peak value
$16.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$16.4M
Q4 2025$15.8M
Q1 2026$14M
Q2 2026$14.1M
Q3 2026$14.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$14.6M295.4K——
Q2 2026$14.1M284.7K——
Q1 2026$14M282.2K——
Q4 2025$15.8M319.2K——
Q3 2025$16.4M329.2K——

Other funds holding OKE

Other M Wealth Management, LLC positions

STT-PG

SSGA ACTIVE ETF TR

$11.2M
STT-PG

SSGA ACTIVE ETF TR

$11.1M
STT-PG

SSGA ACTIVE ETF TR

$11.1M
STT-PG

SSGA ACTIVE ETF TR

$11M
STT-PG

SSGA ACTIVE ETF TR

$10.7M
VGES

VANGUARD STAR FDS

$10.6M
VGES

VANGUARD STAR FDS

$10.6M
VGES

VANGUARD STAR FDS

$9.5M