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B. Metzler seel. Sohn & Co’s NiSource NI Stock Holding History

B. Metzler seel. Sohn & Co’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 		$1.87M Sell
39,258
-4,202
-10% -$199K 0.02% 433
2026
Q1 		$2.03M Sell
43,460
-954
-2% -$43K 0.02% 380
2025
Q4 		$1.85M Buy
44,414
+8,107
+22% +$346K 0.02% 426
2025
Q3 		$1.57M Buy
36,307
+1,405
+4% +$58.2K 0.01% 446
2025
Q2 		$1.41M Buy
34,902
+1,737
+5% +$68.1K 0.01% 461
2025
Q1 		$1.33M Buy
33,165
+2,843
+9% +$110K 0.01% 448
2024
Q4 		$1.11M Buy
30,322
+7,297
+32% +$262K 0.01% 509
2024
Q3 		$798K Hold
23,025
– – 0.01% 582
2024
Q2 		$663K Buy
23,025
+421
+2% +$11.9K 0.01% 603
2024
Q1 		$625K Hold
22,604
– – 0.01% 590
2023
Q4 		$600K Hold
22,604
– – 0.01% 589
2023
Q3 		$558K Sell
22,604
-5,294
-19% -$143K 0.01% 564
2023
Q2 		$763K Buy
27,898
+2,814
+11% +$78.1K 0.01% 524
2023
Q1 		$701K Hold
25,084
– – 0.01% 498
2022
Q4 		$688K Buy
25,084
+7,497
+43% +$197K 0.01% 498
2022
Q3 		$443K Sell
17,587
-7,094
-29% -$209K 0.01% 560
2022
Q2 		$728K Buy
24,681
+8,250
+50% +$250K 0.01% 498
2022
Q1 		$523K Buy
16,431
+7,094
+76% +$206K 0.01% 587
2021
Q4 		$257K Sell
9,337
-2,344
-20% -$59.6K ﹤0.01% 668
2021
Q3 		$283K Sell
11,681
-21,317
-65% -$532K ﹤0.01% 646
2021
Q2 		$808K Buy
32,998
+22,654
+219% +$576K 0.01% 477
2021
Q1 		$249K Sell
10,344
-4,923
-32% -$111K ﹤0.01% 643
2020
Q4 		$344K Buy
+15,267
New +$357K 0.01% 580

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

B. Metzler seel. Sohn & Co's NI Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co reduced its NiSource (NI) stake by 9.7% in Q2 2026, selling an estimated $199K and leaving 39,258 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #433.

B. Metzler seel. Sohn & Co first reported a position in NI in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.03M in Q1 2026. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 39,258 shares of NiSource worth $1.87M as of Q2 2026.
  • B. Metzler seel. Sohn & Co sold 4,202 NiSource shares in Q2 2026, an estimated $199K.
  • NiSource made up 0.02% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #433 holding.
  • B. Metzler seel. Sohn & Co first reported a position in NiSource in Q4 2020 and has held it in 23 quarters since.
  • B. Metzler seel. Sohn & Co's NiSource position peaked at $2.03M in Q1 2026.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.