Altshuler Shaham’s NiSource NI Stock Holding History

Altshuler Shaham’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	$1.34M	Buy	28,215 +21,712	+334%	+$1.03M	0.02%	116
2026 Q1	$303K	Buy	6,503 +725	+13%	+$32.7K	0.01%	161
2025 Q4	$241K	Buy	5,778 +284	+5%	+$12.1K	﹤0.01%	164
2025 Q3	$238K	Buy	5,494 +714	+15%	+$29.6K	﹤0.01%	143
2025 Q2	$193K	Buy	+4,780	New	+$187K	0.01%	157
2025 Q1	–	Sell	-580	Closed	-$21.3K	–	374
2024 Q4	$21.3K	Buy	+580	New	+$20.8K	﹤0.01%	212
2023 Q2	–	Sell	-13,531	Closed	-$378K	–	373
2023 Q1	$378K	Sell	13,531 -2,218	-14%	-$60.7K	0.01%	88
2022 Q4	$432K	Buy	15,749 +14,174	+900%	+$372K	0.02%	76
2022 Q3	$41K	Sell	1,575 -232	-13%	-$6.83K	﹤0.01%	273
2022 Q2	$53K	Sell	1,807 -141	-7%	-$4.27K	﹤0.01%	242
2022 Q1	$62K	Buy	+1,948	New	+$56.5K	﹤0.01%	337
2018 Q2	–	Sell	-740	Closed	-$18K	–	245
2018 Q1	$18K	Buy	+740	New	+$17.5K	﹤0.01%	141

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Altshuler Shaham's NI Position: Q2 2026 in Review

Altshuler Shaham increased its NiSource (NI) stake by 334% in Q2 2026, buying an estimated $1.03M and bringing the position to 28,215 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #116.

Altshuler Shaham first reported a position in NI in Q1 2018 and has held it in 12 quarters since. 728 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Altshuler Shaham held 28,215 shares of NiSource worth $1.34M as of Q2 2026.
Altshuler Shaham bought 21,712 NiSource shares in Q2 2026, an estimated $1.03M.
NiSource made up 0.02% of Altshuler Shaham's portfolio in Q2 2026, its #116 holding.
Altshuler Shaham first reported a position in NiSource in Q1 2018 and has held it in 12 quarters since.
728 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.