AIM
NI icon

Advyzon Investment Management’s NiSource NI Stock Holding History

Advyzon 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 		– Sell
-6,082
Closed -$284K – 788
2026
Q1 		$284K Buy
6,082
+113
+2% +$5.09K 0.03% 554
2025
Q4 		$249K Buy
5,969
+879
+17% +$37.6K 0.03% 492
2025
Q3 		$220K Buy
+5,090
New +$211K 0.04% 415

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

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

Advyzon Investment Management sold out of NiSource (NI) in Q2 2026, closing a stake of 6,082 shares — an estimated $284K sold.

Advyzon Investment Management first reported a position in NI in Q3 2025 and held it in 3 quarters. The position peaked at $284K in Q1 2026. 910 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Advyzon Investment Management reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 6,082 NiSource shares in Q2 2026, an estimated $284K.
  • Advyzon Investment Management first reported a position in NiSource in Q3 2025 and held it in 3 quarters.
  • Advyzon Investment Management's NiSource position peaked at $284K in Q1 2026.
  • 910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.