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Bellevue Asset Management’s NiSource NI Stock Holding History

Bellevue Asset 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 		$9.05K Buy
190
+1
+0.5% +$47 ﹤0.01% 304
2026
Q1 		$8.83K Buy
189
+1
+0.5% +$45 ﹤0.01% 290
2025
Q4 		$7.85K Buy
188
+2
+1% +$85 ﹤0.01% 302
2025
Q3 		$8.09K Buy
186
+1
+0.5% +$41 ﹤0.01% 299
2025
Q2 		$7.49K Buy
185
+1
+0.5% +$39 ﹤0.01% 303
2025
Q1 		$7.39K Buy
184
+1
+0.5% +$39 ﹤0.01% 293
2024
Q4 		$6.73K Buy
+183
New +$6.57K ﹤0.01% 312

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

Bellevue Asset Management's NI Position: Q2 2026 in Review

Bellevue Asset Management increased its NiSource (NI) stake by 0.53% in Q2 2026, buying an estimated $47 and bringing the position to 190 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Bellevue Asset Management first reported a position in NI in Q4 2024 and has held it in 7 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Bellevue Asset Management held 190 shares of NiSource worth $9.05K as of Q2 2026.
  • Bellevue Asset Management bought 1 NiSource share in Q2 2026, an estimated $47.
  • NiSource made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #304 holding.
  • Bellevue Asset Management first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.