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Contravisory Investment Management’s NiSource NI Stock Holding History

Contravisory Investment 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 		$1.15M Buy
24,118
+254
+1% +$12K 0.2% 93
2026
Q1 		$1.11M Buy
23,864
+9,771
+69% +$440K 0.23% 65
2025
Q4 		$589K Sell
14,093
-999
-7% -$42.7K 0.12% 129
2025
Q3 		$653K Sell
15,092
-67
-0.4% -$2.77K 0.13% 120
2025
Q2 		$612K Sell
15,159
-155
-1% -$6.08K 0.12% 113
2025
Q1 		$614K Sell
15,314
-74
-0.5% -$2.85K 0.13% 110
2024
Q4 		$566K Buy
+15,388
New +$552K 0.12% 115
2023
Q1 		– Sell
-14,305
Closed -$392K – 352
2022
Q4 		$392K Buy
14,305
+11
+0.1% +$289 0.11% 126
2022
Q3 		$360K Hold
14,294
– – 0.12% 109
2022
Q2 		$422K Hold
14,294
– – 0.14% 90
2022
Q1 		$455K Buy
+14,294
New +$415K 0.13% 102
2017
Q1 		– Sell
-344,714
Closed -$7.63M – 328
2016
Q4 		$7.63M Sell
344,714
-13,446
-4% -$299K 2.6% 11
2016
Q3 		$8.63M Sell
358,160
-17,888
-5% -$448K 2.78% 8
2016
Q2 		$9.97M Sell
376,048
-29,634
-7% -$711K 3.06% 4
2016
Q1 		$9.56M Sell
405,682
-23,469
-5% -$503K 2.79% 8
2015
Q4 		$8.37M Sell
429,151
-79,653
-16% -$1.53M 2.23% 18
2015
Q3 		$9.44M Buy
+508,804
New +$8.7M 2.22% 25

Other funds holding NI

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Contravisory Investment Management's NI Position: Q2 2026 in Review

Contravisory Investment Management increased its NiSource (NI) stake by 1.1% in Q2 2026, buying an estimated $12K and bringing the position to 24,118 shares worth $1.15M. The position accounts for 0.2% of the portfolio, ranked #93.

Contravisory Investment Management first reported a position in NI in Q3 2015 and has held it in 17 quarters since. The position peaked at $9.97M in Q2 2016. 171 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Contravisory Investment Management held 24,118 shares of NiSource worth $1.15M as of Q2 2026.
  • Contravisory Investment Management bought 254 NiSource shares in Q2 2026, an estimated $12K.
  • NiSource made up 0.2% of Contravisory Investment Management's portfolio in Q2 2026, its #93 holding.
  • Contravisory Investment Management first reported a position in NiSource in Q3 2015 and has held it in 17 quarters since.
  • Contravisory Investment Management's NiSource position peaked at $9.97M in Q2 2016.
  • 171 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.