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Clearstead Advisors’s NiSource NI Stock Holding History

Clearstead Advisors’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 		$242K Buy
5,088
+4,186
+464% +$198K ﹤0.01% 1010
2026
Q1 		$42.1K Sell
902
-1,076
-54% -$48.5K ﹤0.01% 1311
2025
Q4 		$82.6K Buy
1,978
+843
+74% +$36K ﹤0.01% 1182
2025
Q3 		$49.1K Hold
1,135
– – ﹤0.01% 1288
2025
Q2 		$45.8K Buy
+1,135
New +$44.5K ﹤0.01% 1313
2023
Q4 		– Sell
-186
Closed -$4.59K – 1610
2023
Q3 		$4.59K Buy
+186
New +$5.03K ﹤0.01% 1259
2023
Q2 		– Sell
-17
Closed -$476 – 1418
2023
Q1 		$476 Buy
+17
New +$465 ﹤0.01% 1307
2020
Q3 		– Sell
-68
Closed -$2K – 917
2020
Q2 		$2K Hold
68
– – ﹤0.01% 745
2020
Q1 		$2K Buy
+68
New +$1.88K ﹤0.01% 730

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
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

Clearstead Advisors's NI Position: Q2 2026 in Review

Clearstead Advisors increased its NiSource (NI) stake by 464% in Q2 2026, buying an estimated $198K and bringing the position to 5,088 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Clearstead Advisors first reported a position in NI in Q1 2020 and has held it in 9 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Clearstead Advisors held 5,088 shares of NiSource worth $242K as of Q2 2026.
  • Clearstead Advisors bought 4,186 NiSource shares in Q2 2026, an estimated $198K.
  • NiSource made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1010 holding.
  • Clearstead Advisors first reported a position in NiSource in Q1 2020 and has held it in 9 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.