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Ancora Advisors’s NiSource NI Stock Holding History

Ancora 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
Q2 		– Sell
-892
Closed -$41.6K – 2240
2026
Q1 		$41.6K Buy
892
+88
+11% +$3.96K ﹤0.01% 1219
2025
Q4 		$33.6K Buy
+804
New +$34.3K ﹤0.01% 1300
2025
Q1 		– Sell
-177
Closed -$6.51K – 1843
2024
Q4 		$6.51K Buy
177
+176
+17,600% +$6.32K ﹤0.01% 1414
2024
Q3 		$35 Hold
1
– – ﹤0.01% 1757
2024
Q2 		$29 Hold
1
– – ﹤0.01% 1812
2024
Q1 		$28 Hold
1
– – ﹤0.01% 1797
2023
Q4 		$27 Buy
+1
New +$26 ﹤0.01% 1730
2023
Q2 		– Sell
-1,464
Closed -$40.9K – 1868
2023
Q1 		$40.9K Hold
1,464
– – ﹤0.01% 963
2022
Q4 		$40K Buy
+1,464
New +$38.5K ﹤0.01% 1020
2021
Q3 		– Sell
-590
Closed -$14K – 2272
2021
Q2 		$14K Hold
590
– – ﹤0.01% 1453
2021
Q1 		$14K Hold
590
– – ﹤0.01% 1385
2020
Q4 		$14K Hold
590
– – ﹤0.01% 1140
2020
Q3 		$13K Hold
590
– – ﹤0.01% 1092
2020
Q2 		$13K Hold
590
– – ﹤0.01% 1068
2020
Q1 		$15K Hold
590
– – ﹤0.01% 1109
2019
Q4 		$16K Buy
+590
New +$16.2K ﹤0.01% 1101
2018
Q4 		– Sell
-2,590
Closed -$65K – 997
2018
Q3 		$65K Buy
+2,590
New +$68.5K ﹤0.01% 840
2017
Q1 		– Sell
-2,590
Closed -$57K – 931
2016
Q4 		$57K Buy
+2,590
New +$57.6K ﹤0.01% 756

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ancora Advisors's NI Position: Q2 2026 in Review

Ancora Advisors sold out of NiSource (NI) in Q2 2026, closing a stake of 892 shares — an estimated $41.6K sold.

Ancora Advisors first reported a position in NI in Q4 2016 and held it in 18 quarters. The position peaked at $65K in Q3 2018. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Ancora Advisors reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
  • Ancora Advisors sold 892 NiSource shares in Q2 2026, an estimated $41.6K.
  • Ancora Advisors first reported a position in NiSource in Q4 2016 and held it in 18 quarters.
  • Ancora Advisors's NiSource position peaked at $65K in Q3 2018.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.