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AIMZ Investment Advisors’s NiSource NI Stock Holding History

AIMZ 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 		$204K Hold
4,300
– – 0.06% 149
2026
Q1 		$201K Buy
+4,300
New +$194K 0.06% 135
2015
Q3 		– Sell
-15,397
Closed -$276K – 99
2015
Q2 		$276K Hold
15,397
– – 0.24% 82
2015
Q1 		$267K Hold
15,397
– – 0.23% 80
2014
Q4 		$257K Buy
+15,397
New +$251K 0.23% 79

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

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

AIMZ Investment Advisors held its NiSource (NI) position steady in Q2 2026 at 4,300 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #149.

AIMZ Investment Advisors first reported a position in NI in Q4 2014 and has held it in 5 quarters since. The position peaked at $276K in Q2 2015. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • AIMZ Investment Advisors held 4,300 shares of NiSource worth $204K as of Q2 2026.
  • AIMZ Investment Advisors left its NiSource share count unchanged in Q2 2026.
  • NiSource made up 0.06% of AIMZ Investment Advisors's portfolio in Q2 2026, its #149 holding.
  • AIMZ Investment Advisors first reported a position in NiSource in Q4 2014 and has held it in 5 quarters since.
  • AIMZ Investment Advisors's NiSource position peaked at $276K in Q2 2015.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

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