Kingswood Wealth Advisors’s Oneok OKE Stock Holding History

Kingswood Wealth Advisors’s Portfolio OKE Stock Details OKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.44M	Buy	16,540 +563	+4%	+$49.6K	0.06%	328
2026 Q1	$1.44M	Sell	15,977 -1,298	-8%	-$107K	0.07%	291
2025 Q4	$1.27M	Buy	17,275 +7,191	+71%	+$509K	0.06%	306
2025 Q3	$736K	Buy	10,084 +1,479	+17%	+$113K	0.04%	368
2025 Q2	$702K	Sell	8,605 -260	-3%	-$21.7K	0.06%	332
2025 Q1	$881K	Sell	8,865 -5,641	-39%	-$560K	0.08%	273
2024 Q4	$1.46M	Buy	14,506 +5,321	+58%	+$544K	0.11%	201
2024 Q3	$832K	Sell	9,185 -3,393	-27%	-$295K	0.06%	333
2024 Q2	$1.03M	Buy	12,578 +443	+4%	+$35.4K	0.09%	228
2024 Q1	$973K	Sell	12,135 -549	-4%	-$40.1K	0.11%	210
2023 Q4	$891K	Buy	12,684 +7,636	+151%	+$512K	0.1%	216
2023 Q3	$320K	Buy	5,048 +1,218	+32%	+$79.5K	0.05%	316
2023 Q2	$236K	Buy	+3,830	New	+$237K	0.08%	227

Other funds holding OKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Kingswood Wealth Advisors's OKE Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Oneok (OKE) stake by 3.5% in Q2 2026, buying an estimated $49.6K and bringing the position to 16,540 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #328.

Kingswood Wealth Advisors first reported a position in OKE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.46M in Q4 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Kingswood Wealth Advisors held 16,540 shares of Oneok worth $1.44M as of Q2 2026.
Kingswood Wealth Advisors bought 563 Oneok shares in Q2 2026, an estimated $49.6K.
Oneok made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #328 holding.
Kingswood Wealth Advisors first reported a position in Oneok in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's Oneok position peaked at $1.46M in Q4 2024.
1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.