BWA
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Basecamp Wealth Advisors’s NiSource NI Stock Holding History

Basecamp Wealth Advisors’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 		$41.6K Hold
874
– – 0.01% 589
2026
Q1 		$40.8K Hold
874
– – 0.01% 603
2025
Q4 		$36.5K Buy
+874
New +$37.3K 0.01% 612

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Basecamp Wealth Advisors's NI Position: Q2 2026 in Review

Basecamp Wealth Advisors held its NiSource (NI) position steady in Q2 2026 at 874 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #589.

Basecamp Wealth Advisors first reported a position in NI in Q4 2025 and has held it in 3 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Basecamp Wealth Advisors held 874 shares of NiSource worth $41.6K as of Q2 2026.
  • Basecamp Wealth Advisors left its NiSource share count unchanged in Q2 2026.
  • NiSource made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #589 holding.
  • Basecamp Wealth Advisors first reported a position in NiSource in Q4 2025 and has held it in 3 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.