Drake & Associates’s NiSource NI Stock Holding History

Drake & 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 Q1	–	Sell	-40,095	Closed	-$1.67M	–	107
2025 Q4	$1.67M	Sell	40,095 -16,197	-29%	-$692K	0.33%	40
2025 Q3	$2.41M	Buy	+56,292	New	+$2.33M	0.51%	33

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Drake & Associates's NI Position: Q1 2026 in Review

Drake & Associates sold out of NiSource (NI) in Q1 2026, closing a stake of 40,095 shares — an estimated $1.67M sold.

Drake & Associates first reported a position in NI in Q3 2025 and held it in 2 quarters. The position peaked at $2.41M in Q3 2025. 883 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Drake & Associates reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
Drake & Associates sold 40,095 NiSource shares in Q1 2026, an estimated $1.67M.
Drake & Associates first reported a position in NiSource in Q3 2025 and held it in 2 quarters.
Drake & Associates's NiSource position peaked at $2.41M in Q3 2025.
883 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Drake & Associates's 13F filing for Q1 2026, filed 13 May 2026.