Addison Advisors’s NiSource NI Stock Holding History

Addison 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	$2.47K	Buy	52 +4	+8%	+$189	﹤0.01%	561
2026 Q1	$2.24K	Buy	+48	New	+$2.16K	﹤0.01%	821
2025 Q4	–	Sell	-117	Closed	-$5.07K	–	926
2025 Q3	$5.07K	Buy	+117	New	+$4.84K	﹤0.01%	696
2022 Q1	–	Sell	-339	Closed	-$9K	–	763
2021 Q4	$9K	Hold	339	–	–	0.01%	415
2021 Q3	$8K	Hold	339	–	–	0.01%	320
2021 Q2	$8K	Buy	+339	New	+$8.62K	0.01%	317

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

Addison Advisors's NI Position: Q2 2026 in Review

Addison Advisors increased its NiSource (NI) stake by 8.3% in Q2 2026, buying an estimated $189 and bringing the position to 52 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Addison Advisors first reported a position in NI in Q2 2021 and has held it in 6 quarters since. The position peaked at $9K in Q4 2021. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Addison Advisors held 52 shares of NiSource worth $2.47K as of Q2 2026.
Addison Advisors bought 4 NiSource shares in Q2 2026, an estimated $189.
NiSource made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #561 holding.
Addison Advisors first reported a position in NiSource in Q2 2021 and has held it in 6 quarters since.
Addison Advisors's NiSource position peaked at $9K in Q4 2021.
914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.