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Blue Trust Inc’s NiSource NI Stock Holding History

Blue Trust Inc’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 		$95.7K Sell
2,013
-65
-3% -$3.08K ﹤0.01% 1074
2026
Q1 		$97K Sell
2,078
-2,582
-55% -$116K ﹤0.01% 1044
2025
Q4 		$195K Buy
4,660
+501
+12% +$21.4K ﹤0.01% 788
2025
Q3 		$180K Sell
4,159
-246
-6% -$10.2K ﹤0.01% 846
2025
Q2 		$178K Buy
4,405
+90
+2% +$3.53K ﹤0.01% 812
2025
Q1 		$173K Buy
4,315
+601
+16% +$23.1K ﹤0.01% 768
2024
Q4 		$137K Sell
3,714
-884
-19% -$31.7K ﹤0.01% 792
2024
Q3 		$132K Buy
4,598
+1,105
+32% +$35.3K ﹤0.01% 1070
2024
Q2 		$96.6K Buy
3,493
+547
+19% +$15.4K ﹤0.01% 996
2024
Q1 		$81.5K Sell
2,946
-282
-9% -$7.41K ﹤0.01% 769
2023
Q4 		$80K Buy
3,228
+463
+17% +$11.9K ﹤0.01% 772
2023
Q3 		$75K Buy
2,765
+613
+28% +$16.6K ﹤0.01% 710
2023
Q2 		$60K Sell
2,152
-1,235
-36% -$34.3K ﹤0.01% 645
2023
Q1 		$92K Buy
3,387
+821
+32% +$22.5K ﹤0.01% 799
2022
Q4 		$65K Buy
2,566
+595
+30% +$15.6K ﹤0.01% 821
2022
Q3 		$58K Sell
1,971
-5
-0.3% -$147 ﹤0.01% 699
2022
Q2 		$63K Buy
+1,976
New +$59.8K ﹤0.01% 630

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Blue Trust Inc's NI Position: Q2 2026 in Review

Blue Trust Inc reduced its NiSource (NI) stake by 3.1% in Q2 2026, selling an estimated $3.08K and leaving 2,013 shares worth $95.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Blue Trust Inc first reported a position in NI in Q2 2022 and has held it in 17 quarters since. The position peaked at $195K in Q4 2025. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Blue Trust Inc held 2,013 shares of NiSource worth $95.7K as of Q2 2026.
  • Blue Trust Inc sold 65 NiSource shares in Q2 2026, an estimated $3.08K.
  • NiSource made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1074 holding.
  • Blue Trust Inc first reported a position in NiSource in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's NiSource position peaked at $195K in Q4 2025.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.