Bank of America’s NiSource NI Stock Holding History

Bank of America’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
2019 Q1	–	Sell	-138,200	Closed	-$3.5M	–	7315
2018 Q4	$3.5M	Buy	+138,200	New	+$3.56M	﹤0.01%	3339
2018 Q3	–	Sell	-140,000	Closed	-$3.68M	–	7400
2018 Q2	$3.68M	Buy	+140,000	New	+$3.43M	﹤0.01%	3443
2016 Q1	–	Sell	-1,000	Closed	-$20K	–	7208
2015 Q4	$20K	Hold	1,000	–	–	﹤0.01%	6423
2015 Q3	$19K	Sell	1,000 -1,545	-61%	-$26.4K	﹤0.01%	6325
2015 Q2	$46K	Hold	2,545	–	–	﹤0.01%	5977
2015 Q1	$44K	Sell	2,545 -57,008	-96%	-$966K	﹤0.01%	5718
2014 Q4	$993K	Sell	59,553 -11,453	-16%	-$186K	﹤0.01%	4047
2014 Q3	$1.14M	Buy	71,006 +68,970	+3,388%	+$1.05M	﹤0.01%	3884
2014 Q2	$31K	Sell	2,036 -509	-20%	-$7.36K	﹤0.01%	6953
2014 Q1	$36K	Sell	2,545 -9,417	-79%	-$127K	﹤0.01%	6610
2013 Q4	$155K	Buy	11,962 +7,381	+161%	+$91.5K	﹤0.01%	5806
2013 Q3	$56K	Sell	4,581 -402,874	-99%	-$4.77M	﹤0.01%	6362
2013 Q2	$4.58M	Buy	+407,455	New	+$4.71M	﹤0.01%	2358

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America's NI Position: Q1 2026 in Review

Bank of America reduced its NiSource (NI) stake by 14% in Q1 2026, selling an estimated $22.8M and leaving 3,087,159 shares worth $144M. The position accounts for 0.01% of the portfolio, ranked #898.

Bank of America first reported a position in NI in Q2 2013 and has held it in 52 quarters since. The position peaked at $152M in Q2 2025. 880 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Bank of America held 3,087,159 shares of NiSource worth $144M as of Q1 2026.
Bank of America sold 505,434 NiSource shares in Q1 2026, an estimated $22.8M.
NiSource made up 0.01% of Bank of America's portfolio in Q1 2026, its #898 holding.
Bank of America first reported a position in NiSource in Q2 2013 and has held it in 52 quarters since.
Bank of America's NiSource position peaked at $152M in Q2 2025.
880 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.