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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
2026
Q2 		$2.62K Buy
+55
New +$2.6K ﹤0.01% 593
2025
Q1 		– Sell
-53
Closed -$1.95K – 607
2024
Q4 		$1.95K Buy
+53
New +$1.9K ﹤0.01% 447

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BOK Financial Private Wealth's NI Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in NiSource (NI) in Q2 2026: 55 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in NI as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in NI in Q4 2024 and has held it in 2 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • BOK Financial Private Wealth held 55 shares of NiSource worth $2.62K as of Q2 2026.
  • NiSource was a new BOK Financial Private Wealth position in Q2 2026.
  • NiSource made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #593 holding.
  • BOK Financial Private Wealth first reported a position in NiSource in Q4 2024 and has held it in 2 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.