BGAI
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Bruce G. Allen Investments’s NiSource NI Stock Holding History

Bruce G. Allen Investments’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 		$20.1K Hold
423
– – 0.01% 414
2026
Q1 		$19.7K Hold
423
– – 0.01% 403
2025
Q4 		$17.7K Hold
423
– – 0.01% 415
2025
Q3 		$18.3K Hold
423
– – 0.01% 416
2025
Q2 		$17.1K Sell
423
-11
-3% -$431 0.01% 414
2025
Q1 		$17.4K Hold
434
– – 0.01% 390
2024
Q4 		$16K Hold
434
– – 0.01% 414
2024
Q3 		$15K Hold
434
– – 0.01% 422
2024
Q2 		$12.5K Buy
434
+4
+0.9% +$113 0.01% 435
2024
Q1 		$11.9K Hold
430
– – 0.01% 450
2023
Q4 		$11.4K Buy
+430
New +$11.1K 0.01% 453

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

Bruce G. Allen Investments's NI Position: Q2 2026 in Review

Bruce G. Allen Investments held its NiSource (NI) position steady in Q2 2026 at 423 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #414.

Bruce G. Allen Investments first reported a position in NI in Q4 2023 and has held it in 11 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Bruce G. Allen Investments held 423 shares of NiSource worth $20.1K as of Q2 2026.
  • Bruce G. Allen Investments left its NiSource share count unchanged in Q2 2026.
  • NiSource made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #414 holding.
  • Bruce G. Allen Investments first reported a position in NiSource in Q4 2023 and has held it in 11 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.