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Custom Index Systems’s NiSource NI Stock Holding History

Custom Index Systems’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 		$495K Sell
10,402
-56
-0.5% -$2.65K 0.18% 145
2026
Q1 		$488K Sell
10,458
-232
-2% -$10.5K 0.21% 132
2025
Q4 		$446K Sell
10,690
-3,034
-22% -$130K 0.2% 147
2025
Q3 		$594K Buy
13,724
+4,190
+44% +$173K 0.18% 144
2025
Q2 		$385K Sell
9,534
-581
-6% -$22.8K 0.18% 169
2025
Q1 		$406K Buy
10,115
+2,805
+38% +$108K 0.21% 157
2024
Q4 		$269K Buy
+7,310
New +$262K 0.14% 189

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

Custom Index Systems's NI Position: Q2 2026 in Review

Custom Index Systems reduced its NiSource (NI) stake by 0.54% in Q2 2026, selling an estimated $2.65K and leaving 10,402 shares worth $495K. The position accounts for 0.18% of the portfolio, ranked #145.

Custom Index Systems first reported a position in NI in Q4 2024 and has held it in 7 quarters since. The position peaked at $594K in Q3 2025. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Custom Index Systems held 10,402 shares of NiSource worth $495K as of Q2 2026.
  • Custom Index Systems sold 56 NiSource shares in Q2 2026, an estimated $2.65K.
  • NiSource made up 0.18% of Custom Index Systems's portfolio in Q2 2026, its #145 holding.
  • Custom Index Systems first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
  • Custom Index Systems's NiSource position peaked at $594K in Q3 2025.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.