Covestor
NI icon

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
Q3 		$14K Buy
350
+30
+9% +$1.29K 0.01% 1275
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% -$7.68K 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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Covestor's NI Position: Q3 2026 in Review

Covestor increased its NiSource (NI) stake by 9.4% in Q3 2026, buying an estimated $1.29K and bringing the position to 350 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #1275.

Covestor first reported a position in NI in Q4 2021 and has held it in 20 quarters since. The position peaked at $163K in Q1 2022. 318 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Covestor held 350 shares of NiSource worth $14K as of Q3 2026.
  • Covestor bought 30 NiSource shares in Q3 2026, an estimated $1.29K.
  • NiSource made up 0.01% of Covestor's portfolio in Q3 2026, its #1275 holding.
  • Covestor first reported a position in NiSource in Q4 2021 and has held it in 20 quarters since.
  • Covestor's NiSource position peaked at $163K in Q1 2022.
  • 318 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.