Arax Advisory Partners’s NiSource NI Stock Holding History

Arax Advisory Partners’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	$743K	Buy	15,616 +9,863	+171%	+$467K	﹤0.01%	1379
2026 Q1	$269K	Sell	5,753 -7,415	-56%	-$334K	0.01%	932
2025 Q4	$550K	Sell	13,168 -6,325	-32%	-$270K	0.02%	560
2025 Q3	$844K	Buy	19,493 +13,709	+237%	+$568K	0.01%	713
2025 Q2	$233K	Buy	5,784 +295	+5%	+$11.6K	0.01%	600
2025 Q1	$220K	Buy	5,489 +1,241	+29%	+$47.8K	0.01%	503
2024 Q4	$156K	Buy	4,248 +4,083	+2,475%	+$147K	0.01%	550
2024 Q3	$5.72K	Hold	165	–	–	﹤0.01%	1655
2024 Q2	$4.75K	Buy	+165	New	+$4.65K	﹤0.01%	1619

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 $3.37T AUM 44.26% 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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Arax Advisory Partners's NI Position: Q2 2026 in Review

Arax Advisory Partners increased its NiSource (NI) stake by 171% in Q2 2026, buying an estimated $467K and bringing the position to 15,616 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Arax Advisory Partners first reported a position in NI in Q2 2024 and has held it in 9 quarters since. The position peaked at $844K in Q3 2025. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Arax Advisory Partners held 15,616 shares of NiSource worth $743K as of Q2 2026.
Arax Advisory Partners bought 9,863 NiSource shares in Q2 2026, an estimated $467K.
NiSource made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1379 holding.
Arax Advisory Partners first reported a position in NiSource in Q2 2024 and has held it in 9 quarters since.
Arax Advisory Partners's NiSource position peaked at $844K in Q3 2025.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.