Achmea Investment Management’s NiSource NI Stock Holding History

Achmea Investment Management’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	$1.78M	Sell	37,446 -2,008	-5%	-$95K	0.04%	101
2026 Q1	$1.84M	Sell	39,454 -2,170	-5%	-$97.8K	0.05%	101
2025 Q4	$1.74M	Buy	41,624 +421	+1%	+$18K	0.04%	109
2025 Q3	$1.78M	Hold	41,203	–	–	0.02%	266
2025 Q2	$1.66M	Buy	41,203 +27,274	+196%	+$1.07M	0.02%	288
2025 Q1	$558K	Buy	+13,929	New	+$537K	0.01%	348
2023 Q3	–	Sell	-1,059	Closed	-$29K	–	589
2023 Q2	$29K	Hold	1,059	–	–	﹤0.01%	603
2023 Q1	$29K	Hold	1,059	–	–	﹤0.01%	574
2022 Q4	$27K	Hold	1,059	–	–	﹤0.01%	596
2022 Q3	$26K	Hold	1,059	–	–	﹤0.01%	589
2022 Q2	$31K	Hold	1,059	–	–	﹤0.01%	569
2022 Q1	$33K	Buy	+1,059	New	+$30.7K	﹤0.01%	584
2021 Q4	–	Sell	-1,059	Closed	-$25K	–	442
2021 Q3	$25K	Buy	+1,059	New	+$26.4K	﹤0.01%	573
2020 Q1	–	Sell	-12,066	Closed	-$336K	–	449
2019 Q4	$336K	Hold	12,066	–	–	0.01%	491
2019 Q3	$361K	Hold	12,066	–	–	0.01%	465
2019 Q2	$348K	Sell	12,066 -2,410	-17%	-$67.9K	0.01%	482
2019 Q1	$415K	Hold	14,476	–	–	0.02%	409
2018 Q4	$367K	Buy	14,476 +4,903	+51%	+$126K	0.02%	406
2018 Q3	$238K	Sell	9,573 -16,480	-63%	-$436K	0.01%	460
2018 Q2	$684K	Hold	26,053	–	–	0.02%	411
2018 Q1	$622K	Sell	26,053 -57,115	-69%	-$1.35M	0.02%	431
2017 Q4	$2.13M	Buy	83,168 +22,187	+36%	+$589K	0.07%	289
2017 Q3	$1.56M	Hold	60,981	–	–	0.09%	268
2017 Q2	$1.54M	Sell	60,981 -6,507	-10%	-$162K	0.09%	269
2017 Q1	$1.61M	Buy	+67,488	New	+$1.54M	0.08%	305

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Achmea Investment Management's NI Position: Q2 2026 in Review

Achmea Investment Management reduced its NiSource (NI) stake by 5.1% in Q2 2026, selling an estimated $95K and leaving 37,446 shares worth $1.78M. The position accounts for 0.04% of the portfolio, ranked #101.

Achmea Investment Management first reported a position in NI in Q1 2017 and has held it in 25 quarters since. The position peaked at $2.13M in Q4 2017. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Achmea Investment Management held 37,446 shares of NiSource worth $1.78M as of Q2 2026.
Achmea Investment Management sold 2,008 NiSource shares in Q2 2026, an estimated $95K.
NiSource made up 0.04% of Achmea Investment Management's portfolio in Q2 2026, its #101 holding.
Achmea Investment Management first reported a position in NiSource in Q1 2017 and has held it in 25 quarters since.
Achmea Investment Management's NiSource position peaked at $2.13M in Q4 2017.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Achmea Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.