CA
NI icon

Continuum Advisory’s NiSource NI Stock Holding History

Continuum Advisory’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
Q1 		– Sell
-18,253
Closed -$762K – 472
2025
Q4 		$762K Buy
18,253
+13,059
+251% +$558K 0.08% 224
2025
Q3 		$225K Sell
5,194
-88
-2% -$3.64K 0.02% 407
2025
Q2 		$213K Buy
5,282
+48
+0.9% +$1.88K 0.03% 400
2025
Q1 		$210K Sell
5,234
-664
-11% -$25.6K 0.03% 382
2024
Q4 		$217K Buy
5,898
+54
+0.9% +$1.94K 0.03% 378
2024
Q3 		$211K Hold
5,844
– – 0.03% 387
2024
Q2 		$168K Hold
5,844
– – 0.02% 393
2024
Q1 		$169K Sell
5,844
-2,170
-27% -$57K 0.03% 394
2023
Q4 		$213K Buy
+8,014
New +$206K 0.03% 432

Other funds holding NI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Continuum Advisory's NI Position: Q1 2026 in Review

Continuum Advisory sold out of NiSource (NI) in Q1 2026, closing a stake of 18,253 shares — an estimated $762K sold.

Continuum Advisory first reported a position in NI in Q4 2023 and held it in 9 quarters. The position peaked at $762K in Q4 2025. 878 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Continuum Advisory reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
  • Continuum Advisory sold 18,253 NiSource shares in Q1 2026, an estimated $762K.
  • Continuum Advisory first reported a position in NiSource in Q4 2023 and held it in 9 quarters.
  • Continuum Advisory's NiSource position peaked at $762K in Q4 2025.
  • 878 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.