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Aviso Financial’s NiSource NI Stock Holding History

Aviso Financial’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
Q1 		$1.48M Buy
31,690
+1,230
+4% +$55.4K 0.05% 129
2025
Q4 		$1.27M Sell
30,460
-740
-2% -$31.6K 0.05% 137
2025
Q3 		$1.35M Buy
31,200
+330
+1% +$13.7K 0.05% 139
2025
Q2 		$1.25M Sell
30,870
-1,210
-4% -$47.4K 0.06% 133
2025
Q1 		$1.29M Buy
32,080
+630
+2% +$24.3K 0.06% 123
2024
Q4 		$1.16M Buy
31,450
+300
+1% +$10.8K 0.06% 135
2024
Q3 		$1.08M Buy
31,150
+1,800
+6% +$57.4K 0.05% 141
2024
Q2 		$846K Buy
+29,350
New +$828K 0.05% 151

Other funds holding NI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aviso Financial's NI Position: Q1 2026 in Review

Aviso Financial increased its NiSource (NI) stake by 4% in Q1 2026, buying an estimated $55.4K and bringing the position to 31,690 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #129.

Aviso Financial first reported a position in NI in Q2 2024 and has held it in 8 quarters since. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Aviso Financial held 31,690 shares of NiSource worth $1.48M as of Q1 2026.
  • Aviso Financial bought 1,230 NiSource shares in Q1 2026, an estimated $55.4K.
  • NiSource made up 0.05% of Aviso Financial's portfolio in Q1 2026, its #129 holding.
  • Aviso Financial first reported a position in NiSource in Q2 2024 and has held it in 8 quarters since.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.