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Bell Investment Advisors’s NiSource NI Stock Holding History

Bell Investment 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 		$9.13K Buy
192
+11
+6% +$521 ﹤0.01% 735
2026
Q1 		$8.45K Hold
181
– – ﹤0.01% 749
2025
Q4 		$7.56K Hold
181
– – ﹤0.01% 805
2025
Q3 		$7.84K Hold
181
– – ﹤0.01% 726
2025
Q2 		$7.3K Hold
181
– – ﹤0.01% 803
2025
Q1 		$7.26K Hold
181
– – ﹤0.01% 731
2024
Q4 		$6.65K Hold
181
– – ﹤0.01% 781
2024
Q3 		$6.27K Sell
181
-18
-9% -$574 ﹤0.01% 819
2024
Q2 		$5.73K Buy
199
+18
+10% +$508 ﹤0.01% 853
2024
Q1 		$5.01K Buy
181
+19
+12% +$499 ﹤0.01% 918
2023
Q4 		$4.3K Buy
162
+46
+40% +$1.18K ﹤0.01% 958
2023
Q3 		$2.86K Buy
116
+19
+20% +$513 ﹤0.01% 1109
2023
Q2 		$2.65K Sell
97
-74
-43% -$2.05K ﹤0.01% 1151
2023
Q1 		$4.78K Buy
171
+55
+47% +$1.5K ﹤0.01% 810
2022
Q4 		$3.18K Buy
116
+18
+18% +$473 ﹤0.01% 1039
2022
Q3 		$2K Hold
98
– – ﹤0.01% 1163
2022
Q2 		$3K Buy
+98
New +$2.97K ﹤0.01% 981
2021
Q4 		$3K Buy
98
+32
+48% +$814 ﹤0.01% 1005
2021
Q3 		$2K Buy
+66
New +$1.65K ﹤0.01% 1112

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

Bell Investment Advisors's NI Position: Q2 2026 in Review

Bell Investment Advisors increased its NiSource (NI) stake by 6.1% in Q2 2026, buying an estimated $521 and bringing the position to 192 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Bell Investment Advisors first reported a position in NI in Q3 2021 and has held it in 19 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Bell Investment Advisors held 192 shares of NiSource worth $9.13K as of Q2 2026.
  • Bell Investment Advisors bought 11 NiSource shares in Q2 2026, an estimated $521.
  • NiSource made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #735 holding.
  • Bell Investment Advisors first reported a position in NiSource in Q3 2021 and has held it in 19 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.