Cary Street Partners Investment Advisory’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$59.2K Buy
1,244
+130
+12% +$6.15K 0.01% 575
2026
Q1
$52K Buy
1,114
+309
+38% +$13.9K 0.01% 535
2025
Q4
$33.6K Buy
805
+58
+8% +$2.48K 0.01% 553
2025
Q3
$32.3K Buy
747
+64
+9% +$2.65K 0.01% 483
2025
Q2
$27.6K Buy
683
+161
+31% +$6.31K 0.01% 464
2025
Q1
$20.9K Buy
+522
New +$20.1K 0.01% 438

Other funds holding NI

Cary Street Partners Investment Advisory's NI Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its NiSource (NI) stake by 12% in Q2 2026, buying an estimated $6.15K and bringing the position to 1,244 shares worth $59.2K. The position accounts for 0.01% of the portfolio, ranked #575.

Cary Street Partners Investment Advisory first reported a position in NI in Q1 2025 and has held it in 6 quarters since. 516 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,244 shares of NiSource worth $59.2K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 130 NiSource shares in Q2 2026, an estimated $6.15K.
  • NiSource made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #575 holding.
  • Cary Street Partners Investment Advisory first reported a position in NiSource in Q1 2025 and has held it in 6 quarters since.
  • 516 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.