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Coldstream Capital Management’s NiSource NI Stock Holding History

Coldstream Capital Management’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 		$390K Buy
8,197
+333
+4% +$15.8K ﹤0.01% 854
2026
Q1 		$367K Sell
7,864
-1,774
-18% -$79.9K ﹤0.01% 853
2025
Q4 		$402K Buy
9,638
+1,247
+15% +$53.3K 0.01% 795
2025
Q3 		$363K Sell
8,391
-520
-6% -$21.5K ﹤0.01% 855
2025
Q2 		$359K Sell
8,911
-461
-5% -$18.1K 0.01% 799
2025
Q1 		$376K Sell
9,372
-134
-1% -$5.16K 0.01% 735
2024
Q4 		$349K Sell
9,506
-951
-9% -$34.1K 0.01% 757
2024
Q3 		$363K Buy
10,457
+414
+4% +$13.2K 0.01% 738
2024
Q2 		$289K Sell
10,043
-306
-3% -$8.63K 0.01% 773
2024
Q1 		$286K Buy
10,349
+2,471
+31% +$65K 0.01% 789
2023
Q4 		$209K Buy
+7,878
New +$202K 0.01% 879

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

Coldstream Capital Management's NI Position: Q2 2026 in Review

Coldstream Capital Management increased its NiSource (NI) stake by 4.2% in Q2 2026, buying an estimated $15.8K and bringing the position to 8,197 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Coldstream Capital Management first reported a position in NI in Q4 2023 and has held it in 11 quarters since. The position peaked at $402K in Q4 2025. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Coldstream Capital Management held 8,197 shares of NiSource worth $390K as of Q2 2026.
  • Coldstream Capital Management bought 333 NiSource shares in Q2 2026, an estimated $15.8K.
  • NiSource made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #854 holding.
  • Coldstream Capital Management first reported a position in NiSource in Q4 2023 and has held it in 11 quarters since.
  • Coldstream Capital Management's NiSource position peaked at $402K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.