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Atria Investments’s NiSource NI Stock Holding History

Atria Investments’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 		$1.6M Sell
33,596
-2,893
-8% -$137K 0.02% 871
2026
Q1 		$1.7M Buy
36,489
+3,259
+10% +$147K 0.02% 784
2025
Q4 		$1.39M Buy
33,230
+7,802
+31% +$333K 0.02% 899
2025
Q3 		$1.1M Buy
25,428
+6,797
+36% +$281K 0.01% 1007
2025
Q2 		$752K Buy
18,631
+3,631
+24% +$142K 0.01% 1198
2025
Q1 		$601K Sell
15,000
-3,700
-20% -$143K 0.01% 1248
2024
Q4 		$687K Buy
18,700
+9,256
+98% +$332K 0.01% 1162
2024
Q3 		$327K Buy
9,444
+465
+5% +$14.8K ﹤0.01% 1576
2024
Q2 		$259K Buy
+8,979
New +$253K ﹤0.01% 1673
2020
Q2 		– Sell
-10,396
Closed -$260K – 687
2020
Q1 		$260K Buy
10,396
+1,590
+18% +$44K 0.02% 464
2019
Q4 		$245K Sell
8,806
-121,866
-93% -$3.34M 0.01% 1057
2019
Q3 		$3.91M Buy
130,672
+11,988
+10% +$352K 0.14% 146
2019
Q2 		$3.43M Buy
118,684
+34,964
+42% +$985K 0.13% 148
2019
Q1 		$2.4M Buy
83,720
+11,181
+15% +$301K 0.1% 191
2018
Q4 		$1.84M Buy
72,539
+2,038
+3% +$52.6K 0.08% 189
2018
Q3 		$1.76M Buy
70,501
+1,197
+2% +$31.7K 0.07% 259
2018
Q2 		$1.82M Buy
+69,304
New +$1.7M 0.08% 247

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 $3.38T AUM 44.17% 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

Atria Investments's NI Position: Q2 2026 in Review

Atria Investments reduced its NiSource (NI) stake by 7.9% in Q2 2026, selling an estimated $137K and leaving 33,596 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #871.

Atria Investments first reported a position in NI in Q2 2018 and has held it in 17 quarters since. The position peaked at $3.91M in Q3 2019. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Atria Investments held 33,596 shares of NiSource worth $1.6M as of Q2 2026.
  • Atria Investments sold 2,893 NiSource shares in Q2 2026, an estimated $137K.
  • NiSource made up 0.02% of Atria Investments's portfolio in Q2 2026, its #871 holding.
  • Atria Investments first reported a position in NiSource in Q2 2018 and has held it in 17 quarters since.
  • Atria Investments's NiSource position peaked at $3.91M in Q3 2019.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.