Ameritas Advisory Services’s NiSource NI Stock Holding History

Ameritas Advisory Services’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	$472K	Sell	10,106 -4,646	-31%	-$209K	0.02%	590
2025 Q4	$616K	Buy	14,752 +14,278	+3,012%	+$610K	0.02%	498
2025 Q3	$20.5K	Sell	474 -321	-40%	-$13.3K	﹤0.01%	1428
2025 Q2	$32.1K	Buy	+795	New	+$31.2K	﹤0.01%	1520
2023 Q2	–	Sell	-3,940	Closed	-$112K	–	1843
2023 Q1	$112K	Buy	+3,940	New	+$108K	0.01%	959

Other funds holding NI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameritas Advisory Services's NI Position: Q1 2026 in Review

Ameritas Advisory Services reduced its NiSource (NI) stake by 31% in Q1 2026, selling an estimated $209K and leaving 10,106 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #590.

Ameritas Advisory Services first reported a position in NI in Q1 2023 and has held it in 5 quarters since. The position peaked at $616K in Q4 2025. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Ameritas Advisory Services held 10,106 shares of NiSource worth $472K as of Q1 2026.
Ameritas Advisory Services sold 4,646 NiSource shares in Q1 2026, an estimated $209K.
NiSource made up 0.02% of Ameritas Advisory Services's portfolio in Q1 2026, its #590 holding.
Ameritas Advisory Services first reported a position in NiSource in Q1 2023 and has held it in 5 quarters since.
Ameritas Advisory Services's NiSource position peaked at $616K in Q4 2025.
877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.