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Bleakley Financial Group’s NiSource NI Stock Holding History

Bleakley Financial Group’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 		$1.09M Buy
22,985
+7,431
+48% +$352K 0.01% 628
2026
Q1 		$726K Sell
15,554
-150
-1% -$6.76K 0.01% 585
2025
Q4 		$656K Buy
15,704
+2,861
+22% +$122K 0.01% 547
2025
Q3 		$556K Sell
12,843
-5,217
-29% -$216K 0.01% 494
2025
Q2 		$729K Sell
18,060
-100
-0.6% -$3.92K 0.02% 444
2025
Q1 		$728K Sell
18,160
-961
-5% -$37K 0.02% 385
2024
Q4 		$703K Buy
19,121
+926
+5% +$33.2K 0.02% 515
2024
Q3 		$630K Buy
18,195
+172
+1% +$5.49K 0.02% 527
2024
Q2 		$519K Sell
18,023
-1,087
-6% -$30.7K 0.02% 601
2024
Q1 		$529K Buy
19,110
+345
+2% +$9.07K 0.02% 597
2023
Q4 		$498K Sell
18,765
-645
-3% -$16.6K 0.02% 589
2023
Q3 		$479K Sell
19,410
-1,799
-8% -$48.6K 0.02% 549
2023
Q2 		$580K Buy
21,209
+2,044
+11% +$56.7K 0.02% 548
2023
Q1 		$536K Buy
19,165
+3,620
+23% +$99K 0.02% 551
2022
Q4 		$426K Buy
+15,545
New +$409K 0.02% 591

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

Bleakley Financial Group's NI Position: Q2 2026 in Review

Bleakley Financial Group increased its NiSource (NI) stake by 48% in Q2 2026, buying an estimated $352K and bringing the position to 22,985 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #628.

Bleakley Financial Group first reported a position in NI in Q4 2022 and has held it in 15 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Bleakley Financial Group held 22,985 shares of NiSource worth $1.09M as of Q2 2026.
  • Bleakley Financial Group bought 7,431 NiSource shares in Q2 2026, an estimated $352K.
  • NiSource made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #628 holding.
  • Bleakley Financial Group first reported a position in NiSource in Q4 2022 and has held it in 15 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.