Annis Gardner Whiting Capital Advisors’s NiSource NI Stock Holding History

Annis Gardner Whiting Capital 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	-152	Closed	-$7.09K	–	933
2026 Q1	$7.09K	Buy	152 +21	+16%	+$946	﹤0.01%	916
2025 Q4	$5.47K	Sell	131 -161	-55%	-$6.88K	﹤0.01%	858
2025 Q3	$12.6K	Sell	292 -5	-2%	-$207	﹤0.01%	670
2025 Q2	$12K	Hold	297	–	–	﹤0.01%	671
2025 Q1	$11.9K	Buy	297 +241	+430%	+$9.28K	0.01%	525
2024 Q4	$2.06K	Buy	+56	New	+$2.01K	﹤0.01%	687
2024 Q3	–	Sell	-5	Closed	-$145	–	876
2024 Q2	$145	Hold	5	–	–	﹤0.01%	939
2024 Q1	$139	Buy	+5	New	+$131	﹤0.01%	939

Other funds holding NI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's NI Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of NiSource (NI) in Q2 2026, closing a stake of 152 shares — an estimated $7.09K sold.

Annis Gardner Whiting Capital Advisors first reported a position in NI in Q1 2024 and held it in 8 quarters. The position peaked at $12.6K in Q3 2025. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 152 NiSource shares in Q2 2026, an estimated $7.09K.
Annis Gardner Whiting Capital Advisors first reported a position in NiSource in Q1 2024 and held it in 8 quarters.
Annis Gardner Whiting Capital Advisors's NiSource position peaked at $12.6K in Q3 2025.
916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.