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Bartlett & Co Wealth Management’s NiSource NI Stock Holding History

Bartlett & Co Wealth Management’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 		$78.9K Buy
1,659
+1,420
+594% +$67.2K ﹤0.01% 662
2026
Q1 		$11.5K Buy
239
+11
+5% +$496 ﹤0.01% 909
2025
Q4 		$9.52K Buy
228
+111
+95% +$4.74K ﹤0.01% 928
2025
Q3 		$5.07K Hold
117
– – ﹤0.01% 1002
2025
Q2 		$4.72K Hold
117
– – ﹤0.01% 1008
2025
Q1 		$4.69K Buy
117
+3
+3% +$116 ﹤0.01% 992
2024
Q4 		$4.19K Sell
114
-180
-61% -$6.46K ﹤0.01% 990
2024
Q3 		$10.2K Hold
294
– – ﹤0.01% 909
2024
Q2 		$8.47K Hold
294
– – ﹤0.01% 936
2024
Q1 		$8.13K Sell
294
-135
-31% -$3.55K ﹤0.01% 935
2023
Q4 		$11.4K Sell
429
-1,800
-81% -$46.3K ﹤0.01% 980
2023
Q3 		$55K Hold
2,229
– – ﹤0.01% 651
2023
Q2 		$61K Buy
2,229
+535
+32% +$14.8K ﹤0.01% 630
2023
Q1 		$47.4K Hold
1,694
– – ﹤0.01% 579
2022
Q4 		$46.4K Hold
1,694
– – ﹤0.01% 592
2022
Q3 		$42.7K Hold
1,694
– – ﹤0.01% 585
2022
Q2 		$50K Hold
1,694
– – ﹤0.01% 570
2022
Q1 		$53.9K Buy
+1,694
New +$49.2K ﹤0.01% 574
2021
Q4 		– Sell
-1,736
Closed -$42.1K – 710
2021
Q3 		$42.1K Buy
1,736
+42
+2% +$1.05K ﹤0.01% 534
2021
Q2 		$41.5K Hold
1,694
– – ﹤0.01% 537
2021
Q1 		$40.8K Hold
1,694
– – ﹤0.01% 572
2020
Q4 		$38.9K Buy
1,694
+114
+7% +$2.67K ﹤0.01% 572
2020
Q3 		$34.8K Hold
1,580
– – ﹤0.01% 539
2020
Q2 		$35.9K Hold
1,580
– – ﹤0.01% 542
2020
Q1 		$39.5K Hold
1,580
– – ﹤0.01% 505
2019
Q4 		$44K Sell
1,580
-431
-21% -$11.8K ﹤0.01% 555
2019
Q3 		$60.2K Buy
+2,011
New +$59K ﹤0.01% 492
2018
Q3 		– Sell
-400
Closed -$10.5K – 731
2018
Q2 		$10.5K Hold
400
– – ﹤0.01% 593
2018
Q1 		$9.56K Buy
+400
New +$9.47K ﹤0.01% 613

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

Bartlett & Co Wealth Management's NI Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its NiSource (NI) stake by 594% in Q2 2026, buying an estimated $67.2K and bringing the position to 1,659 shares worth $78.9K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Bartlett & Co Wealth Management first reported a position in NI in Q1 2018 and has held it in 29 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,659 shares of NiSource worth $78.9K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 1,420 NiSource shares in Q2 2026, an estimated $67.2K.
  • NiSource made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #662 holding.
  • Bartlett & Co Wealth Management first reported a position in NiSource in Q1 2018 and has held it in 29 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.