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Atomi Financial Group’s NiSource NI Stock Holding History

Atomi Financial Group’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 		$655K Sell
13,772
-3,008
-18% -$142K 0.02% 651
2026
Q1 		$783K Buy
16,780
+1,735
+12% +$78.2K 0.02% 524
2025
Q4 		$628K Buy
15,045
+535
+4% +$22.9K 0.02% 591
2025
Q3 		$628K Buy
14,510
+2,706
+23% +$112K 0.02% 553
2025
Q2 		$476K Buy
11,804
+866
+8% +$34K 0.02% 616
2025
Q1 		$438K Buy
10,938
+4,609
+73% +$178K 0.02% 587
2024
Q4 		$233K Buy
+6,329
New +$227K 0.01% 845

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

Atomi Financial Group's NI Position: Q2 2026 in Review

Atomi Financial Group reduced its NiSource (NI) stake by 18% in Q2 2026, selling an estimated $142K and leaving 13,772 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #651.

Atomi Financial Group first reported a position in NI in Q4 2024 and has held it in 7 quarters since. The position peaked at $783K in Q1 2026. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Atomi Financial Group held 13,772 shares of NiSource worth $655K as of Q2 2026.
  • Atomi Financial Group sold 3,008 NiSource shares in Q2 2026, an estimated $142K.
  • NiSource made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #651 holding.
  • Atomi Financial Group first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
  • Atomi Financial Group's NiSource position peaked at $783K in Q1 2026.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.