1834 Investment Advisors’s NiSource NI Stock Holding History

1834 Investment Advisors’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	–	Sell	-4,601	Closed	-$215K	–	216
2026 Q1	$215K	Sell	4,601 -17,165	-79%	-$773K	0.03%	206
2025 Q4	$909K	Sell	21,766 -2,129	-9%	-$91K	0.11%	120
2025 Q3	$1.03M	Buy	23,895 +330	+1%	+$13.7K	0.13%	111
2025 Q2	$951K	Buy	23,565 +555	+2%	+$21.8K	0.12%	114
2025 Q1	$922K	Buy	23,010 +225	+1%	+$8.67K	0.12%	116
2024 Q4	$838K	Sell	22,785 -907	-4%	-$32.6K	0.11%	126
2024 Q3	$821K	Sell	23,692 -1,574	-6%	-$50.2K	0.1%	135
2024 Q2	$728K	Sell	25,266 -271	-1%	-$7.64K	0.09%	141
2024 Q1	$706K	Buy	25,537 +4,106	+19%	+$108K	0.08%	139
2023 Q4	$569K	Buy	+21,431	New	+$551K	0.07%	157

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

1834 Investment Advisors's NI Position: Q2 2026 in Review

1834 Investment Advisors sold out of NiSource (NI) in Q2 2026, closing a stake of 4,601 shares — an estimated $215K sold.

1834 Investment Advisors first reported a position in NI in Q4 2023 and held it in 10 quarters. The position peaked at $1.03M in Q3 2025. 910 funds tracked by Wall St. Rank hold NI as of Q2 2026.

1834 Investment Advisors reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
1834 Investment Advisors sold 4,601 NiSource shares in Q2 2026, an estimated $215K.
1834 Investment Advisors first reported a position in NiSource in Q4 2023 and held it in 10 quarters.
1834 Investment Advisors's NiSource position peaked at $1.03M in Q3 2025.
910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.