Back to OKE
Smallwood Wealth Investment Management, LLC → OKE
Smallwood Wealth Investment Management, LLC OKE Position History
ONEOK, Inc. • Energy
Quarters held
5
Latest value
$6.1M
Q3 2026
Peak value
$6.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.6M |
| Q1 2026 | $5.5M |
| Q2 2026 | $6.9M |
| Q3 2026 | $149K |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 122.9K | — | — |
| Q3 2026 | $149K | 1.8K | — | — |
| Q2 2026 | $6.9M | 140.2K | — | — |
| Q1 2026 | $5.5M | 111.1K | — | — |
| Q4 2025 | $4.6M | 93.4K | — | — |
Other funds holding OKE
$7.1B
$5.2B
$5.2B
$3.9B
$3.8B
$3.8B