Summit Financial Wealth Advisors, LLC

Position in OKE — Oneok Inc /New/

CIK 1632283 Lafayette, LA

Position in OKE

as of Mar 31, 2026 · filed May 26, 2026 Compact

Position Value

$2,396,419

+$464,913 QoQ

Shares Held

26,512

+0.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Energy · as of Mar 31, 2026

Summit Financial Wealth Advisors, LLC holds $5,690,947 across 9 Oil & Gas Midstream names. OKE ranks #1 (42.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/ This page	26,512	$2,396,419
2	LNG	Cheniere Energy, Inc.	3,122	$885,898
3	EPD	Enterprise Products Partners L.P.	14,605	$552,653
4	ET	Energy Transfer LP	28,233	$544,896
5	ENB	Enbridge Inc	6,309	$341,569
6	GEL	Genesis Energy LP	16,613	$296,209
7	WMB	Williams Companies, Inc.	3,164	$230,275
8	VG	Venture Global, Inc.	14,493	$228,409

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,396,419	26,512	+0.9%	Shares	Sole	2026-05-26
2025-12-31	$1,931,506	26,279	-72.8%	Shares	Sole	2026-01-27
2025-09-30	$7,044,523	96,540	+4.9%	Shares	Sole	2025-10-03
2025-06-30	$7,514,123	92,051	+2352.7%	Shares	Sole	2025-09-29
2025-03-31	$372,372	3,753	-52.3%	Shares	Sole	2025-05-14
2024-12-31	$790,148	7,870	+37.1%	Shares	Sole	2025-02-13
2024-09-30	$523,177	5,741	+0.1%	Shares	Sole	2024-11-13
2024-06-30	$467,933	5,738	+30.3%	Shares	Sole	2024-08-12
2024-03-31	$352,908	4,402	+0.1%	Shares	Sole	2024-05-02
2023-12-31	$308,897	4,399	+0.2%	Shares	Sole	2024-01-19
2023-09-30	$278,584	4,392	+17.9%	Shares	Sole	2023-11-13
2023-06-30	$229,907	3,725	—	Shares	Sole	2023-07-12
No filing history on record for this holder in this stock.