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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments

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

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return