Boyd Watterson Asset Management’s NiSource NI Stock Holding History

Boyd Watterson 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	$51.2K	Hold	1,076	–	–	0.01%	183
2026 Q1	$50.2K	Hold	1,076	–	–	0.02%	182
2025 Q4	$44.9K	Hold	1,076	–	–	0.01%	194
2025 Q3	$46.6K	Hold	1,076	–	–	0.01%	187
2025 Q2	$43.4K	Hold	1,076	–	–	0.01%	192
2025 Q1	$43.1K	Hold	1,076	–	–	0.01%	190
2024 Q4	$39.6K	Hold	1,076	–	–	0.01%	202
2024 Q3	$37.3K	Hold	1,076	–	–	0.01%	206
2024 Q2	$31K	Hold	1,076	–	–	0.01%	218
2024 Q1	$29.8K	Hold	1,076	–	–	0.01%	223
2023 Q4	$28.6K	Hold	1,076	–	–	0.01%	228
2023 Q3	$26.6K	Hold	1,076	–	–	0.01%	228
2023 Q2	$29.4K	Hold	1,076	–	–	0.01%	222
2023 Q1	$30.1K	Hold	1,076	–	–	0.01%	223
2022 Q4	$29.5K	Buy	+1,076	New	+$28.3K	0.01%	221

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boyd Watterson Asset Management's NI Position: Q2 2026 in Review

Boyd Watterson Asset Management held its NiSource (NI) position steady in Q2 2026 at 1,076 shares worth $51.2K. The position accounts for 0.01% of the portfolio, ranked #183.

Boyd Watterson Asset Management 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.

Boyd Watterson Asset Management held 1,076 shares of NiSource worth $51.2K as of Q2 2026.
Boyd Watterson Asset Management left its NiSource share count unchanged in Q2 2026.
NiSource made up 0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #183 holding.
Boyd Watterson Asset Management 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 Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.