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Cary Street Partners’s NiSource NI Stock Holding History

Cary Street Partners’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 		$767K Buy
16,125
+567
+4% +$26.8K 0.02% 560
2026
Q1 		$726K Buy
15,558
+158
+1% +$7.12K 0.02% 504
2025
Q4 		$643K Buy
15,400
+735
+5% +$31.4K 0.02% 539
2025
Q3 		$635K Sell
14,665
-2,305
-14% -$95.4K 0.02% 523
2025
Q2 		$685K Buy
16,970
+3,524
+26% +$138K 0.02% 482
2025
Q1 		$539K Buy
+13,446
New +$518K 0.02% 521

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

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

Cary Street Partners increased its NiSource (NI) stake by 3.6% in Q2 2026, buying an estimated $26.8K and bringing the position to 16,125 shares worth $767K. The position accounts for 0.02% of the portfolio, ranked #560.

Cary Street Partners first reported a position in NI in Q1 2025 and has held it in 6 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Cary Street Partners held 16,125 shares of NiSource worth $767K as of Q2 2026.
  • Cary Street Partners bought 567 NiSource shares in Q2 2026, an estimated $26.8K.
  • NiSource made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #560 holding.
  • Cary Street Partners first reported a position in NiSource in Q1 2025 and has held it in 6 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

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