Bedel Financial Consulting’s NiSource NI Stock Holding History

Bedel Financial Consulting’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	$263K	Hold	5,540	–	–	0.02%	264
2026 Q1	$258K	Hold	5,540	–	–	0.03%	249
2025 Q4	$231K	Hold	5,540	–	–	0.02%	257
2025 Q3	$240K	Sell	5,540 -2,611	-32%	-$108K	0.03%	246
2025 Q2	$329K	Hold	8,151	–	–	0.04%	205
2025 Q1	$321K	Hold	8,151	–	–	0.05%	201
2024 Q4	$311K	Hold	8,151	–	–	0.04%	207
2024 Q3	$282K	Hold	8,151	–	–	0.04%	208
2024 Q2	$235K	Hold	8,151	–	–	0.03%	220
2024 Q1	$225K	Hold	8,151	–	–	0.04%	230
2023 Q4	$216K	Hold	8,151	–	–	0.04%	226
2023 Q3	$201K	Hold	8,151	–	–	0.04%	226
2023 Q2	$223K	Hold	8,151	–	–	0.05%	221
2023 Q1	$228K	Hold	8,151	–	–	0.06%	203
2022 Q4	$223K	Buy	+8,151	New	+$214K	0.06%	201
2022 Q3	–	Sell	-8,151	Closed	-$240K	–	221
2022 Q2	$240K	Hold	8,151	–	–	0.07%	169
2022 Q1	$259K	Hold	8,151	–	–	0.08%	162
2021 Q4	$225K	Sell	8,151 -9,391	-54%	-$239K	0.07%	178
2021 Q3	$425K	Buy	17,542 +96	+0.6%	+$2.39K	0.15%	107
2021 Q2	$427K	Buy	17,446 +651	+4%	+$16.6K	0.15%	104
2021 Q1	$405K	Buy	16,795 +1	+0%	+$23	0.16%	104
2020 Q4	$385K	Hold	16,794	–	–	0.17%	93
2020 Q3	$369K	Buy	16,794 +1	+0%	+$23	0.18%	82
2020 Q2	$382K	Buy	16,793 +1	+0%	+$24	0.21%	72
2020 Q1	$419K	Hold	16,792	–	–	0.28%	59
2019 Q4	$467K	Sell	16,792 -977	-5%	-$26.8K	0.26%	67
2019 Q3	$532K	Buy	17,769 +1	+0%	+$29	0.32%	60
2019 Q2	$512K	Hold	17,768	–	–	0.31%	64
2019 Q1	$509K	Buy	17,768 +1	+0%	+$27	0.32%	58
2018 Q4	$450K	Sell	17,767 -300	-2%	-$7.74K	0.32%	57
2018 Q3	$454K	Buy	18,067 +1	+0%	+$26	0.3%	68
2018 Q2	$475K	Hold	18,066	–	–	0.35%	59
2018 Q1	$432K	Hold	18,066	–	–	0.33%	64
2017 Q4	$464K	Buy	+18,066	New	+$480K	0.42%	59

Other funds holding NI

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Bedel Financial Consulting's NI Position: Q2 2026 in Review

Bedel Financial Consulting held its NiSource (NI) position steady in Q2 2026 at 5,540 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #264.

Bedel Financial Consulting first reported a position in NI in Q4 2017 and has held it in 34 quarters since. The position peaked at $532K in Q3 2019. 326 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Bedel Financial Consulting held 5,540 shares of NiSource worth $263K as of Q2 2026.
Bedel Financial Consulting left its NiSource share count unchanged in Q2 2026.
NiSource made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #264 holding.
Bedel Financial Consulting first reported a position in NiSource in Q4 2017 and has held it in 34 quarters since.
Bedel Financial Consulting's NiSource position peaked at $532K in Q3 2019.
326 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.