BJL
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Brighton Jones LLC’s NiSource NI Stock Holding History

Brighton Jones 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 		$366K Buy
7,691
+856
+13% +$40.5K 0.01% 952
2026
Q1 		$319K Buy
+6,835
New +$308K 0.01% 902
2025
Q4 		– Sell
-7,980
Closed -$346K – 639
2025
Q3 		$346K Buy
7,980
+2,164
+37% +$89.6K 0.01% 759
2025
Q2 		$235K Buy
5,816
+772
+15% +$30.3K 0.01% 811
2025
Q1 		$202K Buy
+5,044
New +$194K 0.01% 658

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

Brighton Jones LLC's NI Position: Q2 2026 in Review

Brighton Jones LLC increased its NiSource (NI) stake by 13% in Q2 2026, buying an estimated $40.5K and bringing the position to 7,691 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #952.

Brighton Jones LLC first reported a position in NI in Q1 2025 and has held it in 5 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Brighton Jones LLC held 7,691 shares of NiSource worth $366K as of Q2 2026.
  • Brighton Jones LLC bought 856 NiSource shares in Q2 2026, an estimated $40.5K.
  • NiSource made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #952 holding.
  • Brighton Jones LLC first reported a position in NiSource in Q1 2025 and has held it in 5 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.