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Covestor’s NiSource NI Stock Holding History

Covestor’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 		$15K Buy
320
+5
+2% +$237 0.01% 1308
2026
Q1 		$15K Sell
315
-84
-21% -$3.78K 0.01% 1233
2025
Q4 		$17K Sell
399
-72
-15% -$3.08K 0.01% 1356
2025
Q3 		$20K Buy
471
+32
+7% +$1.32K 0.01% 1275
2025
Q2 		$18K Sell
439
-223
-34% -$8.74K 0.01% 1292
2025
Q1 		$27K Buy
662
+146
+28% +$5.62K 0.02% 1088
2024
Q4 		$19K Sell
516
-156
-23% -$5.6K 0.01% 1221
2024
Q3 		$23K Sell
672
-2,333
-78% -$74.4K 0.01% 1162
2024
Q2 		$87K Buy
3,005
+2,300
+326% +$64.9K 0.06% 585
2024
Q1 		$20K Buy
705
+181
+35% +$4.76K 0.01% 1220
2023
Q4 		$14K Sell
524
-2
-0.4% -$51 0.01% 1350
2023
Q3 		$13K Sell
526
-284
-35% -$7.67K 0.01% 1299
2023
Q2 		$22K Buy
810
+270
+50% +$7.49K 0.02% 1098
2023
Q1 		$15K Buy
540
+22
+4% +$602 0.01% 1114
2022
Q4 		$14K Buy
518
+8
+2% +$210 0.01% 1172
2022
Q3 		$13K Sell
510
-2,413
-83% -$71.1K 0.01% 1159
2022
Q2 		$86K Sell
2,923
-2,205
-43% -$66.8K 0.07% 495
2022
Q1 		$163K Buy
5,128
+2,505
+96% +$72.7K 0.11% 235
2021
Q4 		$72K Buy
+2,623
New +$66.7K 0.1% 325

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

Covestor's NI Position: Q2 2026 in Review

Covestor increased its NiSource (NI) stake by 1.6% in Q2 2026, buying an estimated $237 and bringing the position to 320 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #1308.

Covestor first reported a position in NI in Q4 2021 and has held it in 19 quarters since. The position peaked at $163K in Q1 2022. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Covestor held 320 shares of NiSource worth $15K as of Q2 2026.
  • Covestor bought 5 NiSource shares in Q2 2026, an estimated $237.
  • NiSource made up 0.01% of Covestor's portfolio in Q2 2026, its #1308 holding.
  • Covestor first reported a position in NiSource in Q4 2021 and has held it in 19 quarters since.
  • Covestor's NiSource position peaked at $163K in Q1 2022.
  • 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.