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Crumly & Associates’s NiSource NI Stock Holding History

Crumly & Associates’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 		$989K Sell
20,791
-274
-1% -$13K 0.19% 74
2026
Q1 		$983K Buy
21,065
+1,718
+9% +$77.4K 0.21% 72
2025
Q4 		$808K Buy
19,347
+160
+0.8% +$6.83K 0.17% 82
2025
Q3 		$831K Buy
19,187
+913
+5% +$37.8K 0.18% 79
2025
Q2 		$737K Buy
18,274
+265
+1% +$10.4K 0.18% 78
2025
Q1 		$722K Sell
18,009
-623
-3% -$24K 0.2% 72
2024
Q4 		$685K Sell
18,632
-228
-1% -$8.19K 0.19% 78
2024
Q3 		$653K Sell
18,860
-454
-2% -$14.5K 0.18% 77
2024
Q2 		$556K Buy
19,314
+733
+4% +$20.7K 0.16% 89
2024
Q1 		$514K Buy
18,581
+566
+3% +$14.9K 0.14% 101
2023
Q4 		$478K Buy
18,015
+8,551
+90% +$220K 0.14% 98
2023
Q3 		$234K Sell
9,464
-66
-0.7% -$1.78K 0.09% 105
2023
Q2 		$261K Buy
+9,530
New +$265K 0.1% 103

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Crumly & Associates's NI Position: Q2 2026 in Review

Crumly & Associates reduced its NiSource (NI) stake by 1.3% in Q2 2026, selling an estimated $13K and leaving 20,791 shares worth $989K. The position accounts for 0.19% of the portfolio, ranked #74.

Crumly & Associates first reported a position in NI in Q2 2023 and has held it in 13 quarters since. 195 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Crumly & Associates held 20,791 shares of NiSource worth $989K as of Q2 2026.
  • Crumly & Associates sold 274 NiSource shares in Q2 2026, an estimated $13K.
  • NiSource made up 0.19% of Crumly & Associates's portfolio in Q2 2026, its #74 holding.
  • Crumly & Associates first reported a position in NiSource in Q2 2023 and has held it in 13 quarters since.
  • 195 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.