ALPS Advisors
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ALPS Advisors’s NiSource NI Stock Holding History

ALPS 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
Q3 		$2.56M Sell
65,719
-4,594
-7% -$197K 0.01% 457
2026
Q2 		$3.34M Buy
70,313
+31,029
+79% +$1.47M 0.02% 377
2026
Q1 		$1.83M Buy
39,284
+11,886
+43% +$535K 0.01% 424
2025
Q4 		$1.14M Buy
27,398
+6,138
+29% +$262K 0.01% 525
2025
Q3 		$921K Sell
21,260
-117,294
-85% -$4.86M 0.01% 530
2025
Q2 		$5.59M Buy
138,554
+10,106
+8% +$396K 0.03% 224
2025
Q1 		$5.15M Buy
128,448
+9,272
+8% +$357K 0.03% 224
2024
Q4 		$4.38M Buy
119,176
+17,632
+17% +$633K 0.03% 246
2024
Q3 		$3.52M Sell
101,544
-3,543
-3% -$113K 0.02% 277
2024
Q2 		$3.03M Buy
105,087
+14,446
+16% +$407K 0.02% 284
2024
Q1 		$2.51M Buy
90,641
+13,689
+18% +$360K 0.02% 318
2023
Q4 		$2.04M Buy
76,952
+10,816
+16% +$278K 0.02% 329
2023
Q3 		$1.63M Buy
66,136
+18,744
+40% +$507K 0.01% 353
2023
Q2 		$1.3M Buy
47,392
+11,130
+31% +$309K 0.01% 410
2023
Q1 		$1.01M Buy
36,262
+14,504
+67% +$397K 0.01% 468
2022
Q4 		$597K Buy
21,758
+2,258
+12% +$59.3K 0.01% 557
2022
Q3 		$491K Buy
+19,500
New +$574K ﹤0.01% 591
2020
Q2 		– Sell
-9,150
Closed -$228K – 817
2020
Q1 		$228K Buy
+9,150
New +$253K ﹤0.01% 668
2015
Q3 		– Sell
-210,179
Closed -$3.76M – 739
2015
Q2 		$3.76M Buy
210,179
+90,869
+76% +$1.62M 0.03% 133
2015
Q1 		$2.07M Buy
119,310
+5,294
+5% +$89.7K 0.02% 146
2014
Q4 		$1.9M Buy
114,016
+6,836
+6% +$111K 0.01% 152
2014
Q3 		$1.73M Buy
107,180
+33,599
+46% +$513K 0.01% 140
2014
Q2 		$1.14M Buy
73,581
+22,472
+44% +$325K 0.01% 136
2014
Q1 		$714K Buy
51,109
+18,688
+58% +$253K 0.01% 156
2013
Q4 		$419K Buy
32,421
+10,239
+46% +$127K ﹤0.01% 514
2013
Q3 		$269K Buy
+22,182
New +$263K ﹤0.01% 226

Other funds holding NI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

ALPS Advisors's NI Position: Q3 2026 in Review

ALPS Advisors reduced its NiSource (NI) stake by 6.5% in Q3 2026, selling an estimated $197K and leaving 65,719 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #457.

ALPS Advisors first reported a position in NI in Q3 2013 and has held it in 26 quarters since. The position peaked at $5.59M in Q2 2025. 620 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • ALPS Advisors held 65,719 shares of NiSource worth $2.56M as of Q3 2026.
  • ALPS Advisors sold 4,594 NiSource shares in Q3 2026, an estimated $197K.
  • NiSource made up 0.01% of ALPS Advisors's portfolio in Q3 2026, its #457 holding.
  • ALPS Advisors first reported a position in NiSource in Q3 2013 and has held it in 26 quarters since.
  • ALPS Advisors's NiSource position peaked at $5.59M in Q2 2025.
  • 620 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on ALPS Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.