Apexium Financial’s Oneok OKE Stock Holding History

Apexium Financial’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
2024 Q4	–	Sell	-2,260	Closed	-$206K	–	265
2024 Q3	$206K	Sell	2,260 -389	-15%	-$33.8K	0.01%	226
2024 Q2	$216K	Sell	2,649 -1	-0%	-$80	0.02%	209
2024 Q1	$212K	Buy	+2,650	New	+$193K	0.02%	214

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Apexium Financial's OKE Position: Q4 2024 in Review

Apexium Financial sold out of Oneok (OKE) in Q4 2024, closing a stake of 2,260 shares — an estimated $206K sold.

Apexium Financial first reported a position in OKE in Q1 2024 and held it in 3 quarters. The position peaked at $216K in Q2 2024. 1,629 funds tracked by Wall St. Rank hold OKE as of Q4 2024.

Apexium Financial reported no remaining Oneok position as of Q4 2024 after selling out during the quarter.
Apexium Financial sold 2,260 Oneok shares in Q4 2024, an estimated $206K.
Apexium Financial first reported a position in Oneok in Q1 2024 and held it in 3 quarters.
Apexium Financial's Oneok position peaked at $216K in Q2 2024.
1,629 funds tracked by Wall St. Rank held Oneok as of Q4 2024.

Based on Apexium Financial's 13F filing for Q4 2024, filed 22 Jan 2025.