KINGSWOOD WEALTH ADVISORS, LLC

Position in OKE — Oneok Inc /New/

CIK 1987855 SAN DIEGO, CA

Position in OKE

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,444,161

+$174,449 QoQ

Shares Held

15,977

-7.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

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

Energy · as of Mar 31, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $10,248,584 across 10 Oil & Gas Midstream names. OKE ranks #2 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNG	Cheniere Energy, Inc.	12,941	$3,672,138
2	OKE	Oneok Inc /New/ This page	15,977	$1,444,161
3	ET	Energy Transfer LP	64,949	$1,253,515
4	WMB	Williams Companies, Inc.	14,528	$1,057,347
5	EPD	Enterprise Products Partners L.P.	22,606	$855,411
6	ENB	Enbridge Inc	15,410	$834,297
7	KMI	Kinder Morgan, Inc.	12,179	$408,361
8	PBT	Permian Basin Royalty Trust	12,439	$267,687

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,444,161	15,977	-7.5%	Shares	Sole	2026-04-28
2025-12-31	$1,269,712	17,275	+71.3%	Shares	Sole	2026-01-28
2025-09-30	$735,829	10,084	+17.2%	Shares	Sole	2025-10-23
2025-06-30	$702,426	8,605	-2.9%	Shares	Sole	2025-07-23
2025-03-31	$879,585	8,865	-38.9%	Shares	Sole	2025-07-25
2024-12-31	$1,456,402	14,506	+57.9%	Shares	Sole	2025-01-22
2024-09-30	$837,029	9,185	-27.0%	Shares	Sole	2024-10-21
2024-06-30	$1,025,735	12,578	+3.7%	Shares	Sole	2024-07-09
2024-03-31	$972,862	12,135	-4.3%	Shares	Sole	2024-04-15
2023-12-31	$890,670	12,684	+151.3%	Shares	Sole	2024-01-16
2023-09-30	$320,194	5,048	+31.8%	Shares	Sole	2023-10-24
2023-06-30	$236,387	3,830	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.