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Crewe Advisors’s NiSource NI Stock Holding History

Crewe Advisors’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 		$29K Hold
609
– – ﹤0.01% 535
2026
Q1 		$28.4K Hold
609
– – ﹤0.01% 451
2025
Q4 		$25.4K Hold
609
– – ﹤0.01% 447
2025
Q3 		$26.4K Sell
609
-30
-5% -$1.24K ﹤0.01% 451
2025
Q2 		$25.8K Buy
639
+304
+91% +$11.9K ﹤0.01% 342
2025
Q1 		$13.4K Hold
335
– – ﹤0.01% 396
2024
Q4 		$12.3K Sell
335
-787
-70% -$28.3K ﹤0.01% 407
2024
Q3 		$38.9K Hold
1,122
– – ﹤0.01% 323
2024
Q2 		$32.3K Hold
1,122
– – ﹤0.01% 455
2024
Q1 		$31K Buy
+1,122
New +$29.5K ﹤0.01% 430
2023
Q4 		– Sell
-335
Closed -$8.27K – 602
2023
Q3 		$8.27K Hold
335
– – ﹤0.01% 261
2023
Q2 		$9.16K Hold
335
– – ﹤0.01% 417
2023
Q1 		$9.37K Sell
335
-129
-28% -$3.53K ﹤0.01% 560
2022
Q4 		$12.7K Sell
464
-63
-12% -$1.66K ﹤0.01% 506
2022
Q3 		$13K Buy
527
+398
+309% +$11.7K ﹤0.01% 586
2022
Q2 		$4K Buy
+129
New +$3.91K ﹤0.01% 826

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

Crewe Advisors's NI Position: Q2 2026 in Review

Crewe Advisors held its NiSource (NI) position steady in Q2 2026 at 609 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Crewe Advisors first reported a position in NI in Q2 2022 and has held it in 16 quarters since. The position peaked at $38.9K in Q3 2024. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Crewe Advisors held 609 shares of NiSource worth $29K as of Q2 2026.
  • Crewe Advisors left its NiSource share count unchanged in Q2 2026.
  • NiSource made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #535 holding.
  • Crewe Advisors first reported a position in NiSource in Q2 2022 and has held it in 16 quarters since.
  • Crewe Advisors's NiSource position peaked at $38.9K in Q3 2024.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.