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Valeo Financial Advisors, LLC → OKE

Valeo Financial Advisors, LLC OKE Position History

ONEOK, Inc. • Energy

Quarters held
10
Latest value
$45.2M
Q3 2026
Peak value
$45.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$759K
Q3 2025$2.2M
Q4 2025$549K
Q4 2025$26.3M
Q1 2026$569K
Q1 2026$30.5M
Q2 2026$574K
Q2 2026$33.5M
Q3 2026$616K
Q3 2026$45.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$45.2M914.8K——
Q3 2026$616K7.2K——
Q2 2026$33.5M675.6K——
Q2 2026$574K6.6K——
Q1 2026$30.5M616.9K——
Q1 2026$569K6.3K——
Q4 2025$26.3M531.3K——
Q4 2025$549K7.5K——
Q3 2025$2.2M43.5K——
Q3 2025$759K10.4K——

Other funds holding OKE

Other Valeo Financial Advisors, LLC positions

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SPY

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$626.7M
SPY

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$599.9M
ETHA

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$281.5M
ETHA

ISHARES S&P SMALLCAP 600 ETF

$271.1M
ETHA

ISHARES S&P SMALLCAP 600 ETF

$253.2M