AF
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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
Q2 		– Sell
-31,690
Closed -$1.48M – 328
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 $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

Aviso Financial's NI Position: Q2 2026 in Review

Aviso Financial sold out of NiSource (NI) in Q2 2026, closing a stake of 31,690 shares — an estimated $1.48M sold.

Aviso Financial first reported a position in NI in Q2 2024 and held it in 8 quarters. The position peaked at $1.48M in Q1 2026. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Aviso Financial reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
  • Aviso Financial sold 31,690 NiSource shares in Q2 2026, an estimated $1.48M.
  • Aviso Financial first reported a position in NiSource in Q2 2024 and held it in 8 quarters.
  • Aviso Financial's NiSource position peaked at $1.48M in Q1 2026.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.