Atlas Capital Advisors’s NiSource NI Stock Holding History

Atlas 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	-31	Closed	-$1.45K	–	1081
2026 Q1	$1.45K	Buy	+31	New	+$1.4K	﹤0.01%	904
2023 Q4	–	Sell	-856	Closed	-$21.1K	–	916
2023 Q3	$21.1K	Sell	856 -434	-34%	-$11.7K	﹤0.01%	633
2023 Q2	$35.3K	Hold	1,290	–	–	0.01%	613
2023 Q1	$36.1K	Hold	1,290	–	–	0.01%	611
2022 Q4	$35.4K	Hold	1,290	–	–	0.01%	596
2022 Q3	$32.5K	Hold	1,290	–	–	0.01%	592
2022 Q2	$38K	Hold	1,290	–	–	0.01%	601
2022 Q1	$41K	Hold	1,290	–	–	0.01%	566
2021 Q4	$35.6K	Hold	1,290	–	–	0.01%	567
2021 Q3	$31.3K	Hold	1,290	–	–	0.01%	584
2021 Q2	$31.6K	Hold	1,290	–	–	0.01%	587
2021 Q1	$31.1K	Sell	1,290 -389	-23%	-$8.77K	0.01%	541
2020 Q4	$38.5K	Buy	+1,679	New	+$39.3K	0.01%	488
2019 Q1	–	Sell	-228	Closed	-$5.78K	–	583
2018 Q4	$5.78K	Hold	228	–	–	﹤0.01%	536
2018 Q3	$5.66K	Hold	228	–	–	﹤0.01%	523
2018 Q2	$5.96K	Hold	228	–	–	﹤0.01%	489
2018 Q1	$5.45K	Buy	+228	New	+$5.4K	﹤0.01%	500

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

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

Atlas Capital Advisors's NI Position: Q2 2026 in Review

Atlas Capital Advisors sold out of NiSource (NI) in Q2 2026, closing a stake of 31 shares — an estimated $1.45K sold.

Atlas Capital Advisors first reported a position in NI in Q1 2018 and held it in 17 quarters. The position peaked at $41K in Q1 2022. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Atlas Capital Advisors reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
Atlas Capital Advisors sold 31 NiSource shares in Q2 2026, an estimated $1.45K.
Atlas Capital Advisors first reported a position in NiSource in Q1 2018 and held it in 17 quarters.
Atlas Capital Advisors's NiSource position peaked at $41K in Q1 2022.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.