BOK Financial Private Wealth’s NiSource NI Stock Holding History

BOK Financial Private Wealth’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-53	Closed	-$1.95K	–	607
2024 Q4	$1.95K	Buy	+53	New	+$1.9K	﹤0.01%	447

Other funds holding NI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BOK Financial Private Wealth's NI Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of NiSource (NI) in Q1 2025, closing a stake of 53 shares — an estimated $1.95K sold.

BOK Financial Private Wealth first reported a position in NI in Q4 2024 and held it in 1 quarter. The position peaked at $1.95K in Q4 2024. 795 funds tracked by Wall St. Rank hold NI as of Q1 2025.

BOK Financial Private Wealth reported no remaining NiSource position as of Q1 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 53 NiSource shares in Q1 2025, an estimated $1.95K.
BOK Financial Private Wealth first reported a position in NiSource in Q4 2024 and held it in 1 quarter.
BOK Financial Private Wealth's NiSource position peaked at $1.95K in Q4 2024.
795 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.