BOK Financial
NI icon

BOK Financial’s NiSource NI Stock Holding History

BOK Financial’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
Q3 		$5.51M Sell
141,181
-1,335
-0.9% -$57.4K 0.08% 195
2026
Q2 		$6.78M Sell
142,516
-238
-0.2% -$11.3K 0.09% 174
2026
Q1 		$6.66M Buy
142,754
+2,548
+2% +$115K 0.1% 165
2025
Q4 		$5.86M Sell
140,206
-13,081
-9% -$559K 0.09% 180
2025
Q3 		$6.64M Buy
153,287
+1,811
+1% +$75K 0.1% 174
2025
Q2 		$6.11M Sell
151,476
-695
-0.5% -$27.3K 0.1% 175
2025
Q1 		$6.1M Sell
152,171
-38,381
-20% -$1.48M 0.11% 160
2024
Q4 		$6.87M Buy
190,552
+19,064
+11% +$684K 0.12% 153
2024
Q3 		$5.95M Buy
171,488
+4,083
+2% +$130K 0.11% 172
2024
Q2 		$4.82M Sell
167,405
-12,067
-7% -$340K 0.09% 202
2024
Q1 		$4.93M Buy
179,472
+91,778
+105% +$2.41M 0.09% 211
2023
Q4 		$2.33M Sell
87,694
-18,506
-17% -$476K 0.05% 321
2023
Q3 		$2.67M Sell
106,200
-9,106
-8% -$246K 0.06% 273
2023
Q2 		$3.15M Sell
115,306
-417
-0.4% -$11.6K 0.06% 264
2023
Q1 		$3.24M Sell
115,723
-4,023
-3% -$110K 0.07% 256
2022
Q4 		$3.28M Buy
+119,746
New +$3.15M 0.06% 282
2016
Q4 		– Sell
-18,977
Closed -$458K – 901
2016
Q3 		$458K Buy
+18,977
New +$475K 0.02% 665
2015
Q3 		– Sell
-51,582
Closed -$924K – 868
2015
Q2 		$924K Buy
51,582
+3,901
+8% +$69.4K 0.03% 463
2015
Q1 		$828K Buy
47,681
+31,505
+195% +$534K 0.03% 468
2014
Q4 		$270K Sell
16,176
-23,254
-59% -$379K 0.01% 571
2014
Q3 		$634K Sell
39,430
-1,081
-3% -$16.5K 0.02% 527
2014
Q2 		$627K Buy
40,511
+1,333
+3% +$19.3K 0.02% 561
2014
Q1 		$547K Sell
39,178
-122
-0.3% -$1.65K 0.02% 601
2013
Q4 		$507K Buy
39,300
+2,683
+7% +$33.3K 0.02% 617
2013
Q3 		$445K Buy
36,617
+1,150
+3% +$13.6K 0.02% 606
2013
Q2 		$399K Buy
+35,467
New +$410K 0.02% 598

Other funds holding NI

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

BOK Financial's NI Position: Q3 2026 in Review

BOK Financial reduced its NiSource (NI) stake by 0.94% in Q3 2026, selling an estimated $57.4K and leaving 141,181 shares worth $5.51M. The position accounts for 0.08% of the portfolio, ranked #195.

BOK Financial first reported a position in NI in Q2 2013 and has held it in 26 quarters since. The position peaked at $6.87M in Q4 2024. 344 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • BOK Financial held 141,181 shares of NiSource worth $5.51M as of Q3 2026.
  • BOK Financial sold 1,335 NiSource shares in Q3 2026, an estimated $57.4K.
  • NiSource made up 0.08% of BOK Financial's portfolio in Q3 2026, its #195 holding.
  • BOK Financial first reported a position in NiSource in Q2 2013 and has held it in 26 quarters since.
  • BOK Financial's NiSource position peaked at $6.87M in Q4 2024.
  • 344 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on BOK Financial's 13F filing for Q3 2026, filed 27 Oct 2026.