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BFSG LLC’s NiSource NI Stock Holding History

BFSG LLC’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 		$9.35M Sell
196,737
-1,311
-0.7% -$62K 0.83% 27
2026
Q1 		$9.24M Sell
198,048
-625
-0.3% -$28.2K 0.87% 24
2025
Q4 		$8.3M Sell
198,673
-1,572
-0.8% -$67.2K 0.81% 26
2025
Q3 		$8.67M Sell
200,245
-2,045
-1% -$84.7K 0.84% 27
2025
Q2 		$8.16M Sell
202,290
-189
-0.1% -$7.41K 0.91% 25
2025
Q1 		$8.12M Sell
202,479
-2,193
-1% -$84.5K 0.99% 23
2024
Q4 		$7.52M Sell
204,672
-1,686
-0.8% -$60.5K 0.88% 26
2024
Q3 		$7.15M Sell
206,358
-3,340
-2% -$107K 0.83% 31
2024
Q2 		$6.04M Sell
209,698
-4,172
-2% -$118K 0.77% 37
2024
Q1 		$5.92M Sell
213,870
-654
-0.3% -$17.2K 0.78% 39
2023
Q4 		$5.7M Buy
+214,524
New +$5.51M 0.83% 35

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
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

BFSG LLC's NI Position: Q2 2026 in Review

BFSG LLC reduced its NiSource (NI) stake by 0.66% in Q2 2026, selling an estimated $62K and leaving 196,737 shares worth $9.35M. The position accounts for 0.83% of the portfolio, ranked #27.

BFSG LLC first reported a position in NI in Q4 2023 and has held it in 11 quarters since. 910 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • BFSG LLC held 196,737 shares of NiSource worth $9.35M as of Q2 2026.
  • BFSG LLC sold 1,311 NiSource shares in Q2 2026, an estimated $62K.
  • NiSource made up 0.83% of BFSG LLC's portfolio in Q2 2026, its #27 holding.
  • BFSG LLC first reported a position in NiSource in Q4 2023 and has held it in 11 quarters since.
  • 910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.