AlphaGrep UK’s NiSource NI Stock Holding History

AlphaGrep UK’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 Q3	$277K	Buy	7,107 +1,666	+31%	+$71.6K	0.08%	534
2026 Q2	$259K	Sell	5,441 -183	-3%	-$8.66K	0.08%	568
2026 Q1	$262K	Buy	+5,624	New	+$253K	0.08%	576

Other funds holding NI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

AlphaGrep UK's NI Position: Q3 2026 in Review

AlphaGrep UK increased its NiSource (NI) stake by 31% in Q3 2026, buying an estimated $71.6K and bringing the position to 7,107 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #534.

AlphaGrep UK first reported a position in NI in Q1 2026 and has held it in 3 quarters since. 738 funds tracked by Wall St. Rank hold NI as of Q3 2026.

AlphaGrep UK held 7,107 shares of NiSource worth $277K as of Q3 2026.
AlphaGrep UK bought 1,666 NiSource shares in Q3 2026, an estimated $71.6K.
NiSource made up 0.08% of AlphaGrep UK's portfolio in Q3 2026, its #534 holding.
AlphaGrep UK first reported a position in NiSource in Q1 2026 and has held it in 3 quarters since.
738 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.