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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
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 -$3.77M – 739
2015
Q2 		$3.77M 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ALPS Advisors's NI Position: Q1 2026 in Review

ALPS Advisors increased its NiSource (NI) stake by 43% in Q1 2026, buying an estimated $535K and bringing the position to 39,284 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #424.

ALPS Advisors first reported a position in NI in Q3 2013 and has held it in 24 quarters since. The position peaked at $5.59M in Q2 2025. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • ALPS Advisors held 39,284 shares of NiSource worth $1.83M as of Q1 2026.
  • ALPS Advisors bought 11,886 NiSource shares in Q1 2026, an estimated $535K.
  • NiSource made up 0.01% of ALPS Advisors's portfolio in Q1 2026, its #424 holding.
  • ALPS Advisors first reported a position in NiSource in Q3 2013 and has held it in 24 quarters since.
  • ALPS Advisors's NiSource position peaked at $5.59M in Q2 2025.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.