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Citizens Financial Group’s NiSource NI Stock Holding History

Citizens Financial Group’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 		$204K Buy
+4,280
New +$203K ﹤0.01% 998
2023
Q2 		– Sell
-10,819
Closed -$302K – 444
2023
Q1 		$302K Hold
10,819
– – 0.01% 367
2022
Q4 		$297K Buy
10,819
+741
+7% +$19.5K 0.01% 339
2022
Q3 		$254K Hold
10,078
– – 0.01% 356
2022
Q2 		$297K Buy
10,078
+591
+6% +$17.9K 0.01% 349
2022
Q1 		$302K Buy
9,487
+963
+11% +$28K 0.01% 363
2021
Q4 		$235K Buy
+8,524
New +$217K 0.01% 403
2020
Q3 		– Sell
-29
Closed -$1K – 683
2020
Q2 		$1K Sell
29
-66
-69% -$1.59K ﹤0.01% 1043
2020
Q1 		$2K Sell
95
-267
-74% -$7.38K ﹤0.01% 1022
2019
Q4 		$10K Buy
362
+34
+10% +$932 ﹤0.01% 757
2019
Q3 		$10K Hold
328
– – ﹤0.01% 566
2019
Q2 		$9K Sell
328
-99
-23% -$2.79K ﹤0.01% 574
2019
Q1 		$12K Buy
427
+135
+46% +$3.64K ﹤0.01% 485
2018
Q4 		$7K Buy
292
+135
+86% +$3.48K ﹤0.01% 419
2018
Q3 		$4K Buy
+157
New +$4.16K ﹤0.01% 498

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

Citizens Financial Group's NI Position: Q2 2026 in Review

Citizens Financial Group opened a new position in NiSource (NI) in Q2 2026: 4,280 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #998 among its holdings. This is a return to the name: Citizens Financial Group previously reported a position in NI as recently as Q1 2023.

Citizens Financial Group first reported a position in NI in Q3 2018 and has held it in 15 quarters since. The position peaked at $302K in Q1 2023. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Citizens Financial Group held 4,280 shares of NiSource worth $204K as of Q2 2026.
  • NiSource was a new Citizens Financial Group position in Q2 2026.
  • NiSource made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #998 holding.
  • Citizens Financial Group first reported a position in NiSource in Q3 2018 and has held it in 15 quarters since.
  • Citizens Financial Group's NiSource position peaked at $302K in Q1 2023.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.