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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
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

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 $3.37T AUM 44.26% 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's NI Position: Q2 2026 in Review

BOK Financial reduced its NiSource (NI) stake by 0.17% in Q2 2026, selling an estimated $11.3K and leaving 142,516 shares worth $6.78M. The position accounts for 0.09% of the portfolio, ranked #174.

BOK Financial first reported a position in NI in Q2 2013 and has held it in 25 quarters since. The position peaked at $6.87M in Q4 2024. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • BOK Financial held 142,516 shares of NiSource worth $6.78M as of Q2 2026.
  • BOK Financial sold 238 NiSource shares in Q2 2026, an estimated $11.3K.
  • NiSource made up 0.09% of BOK Financial's portfolio in Q2 2026, its #174 holding.
  • BOK Financial first reported a position in NiSource in Q2 2013 and has held it in 25 quarters since.
  • BOK Financial's NiSource position peaked at $6.87M in Q4 2024.
  • 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

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