Edgestream Partners’s NiSource NI Stock Holding History

Edgestream Partners’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	$15.3M	Buy	320,997 +65,700	+26%	+$3.11M	0.45%	6
2026 Q1	$11.9M	Sell	255,297 -11,743	-4%	-$529K	0.39%	22
2025 Q4	$11.2M	Buy	+267,040	New	+$11.4M	0.31%	52
2025 Q3	–	Sell	-57,910	Closed	-$2.34M	–	999
2025 Q2	$2.34M	Sell	57,910 -69,797	-55%	-$2.74M	0.07%	498
2025 Q1	$5.12M	Sell	127,707 -106,443	-45%	-$4.1M	0.17%	217
2024 Q4	$8.61M	Buy	+234,150	New	+$8.41M	0.37%	28
2023 Q4	–	Sell	-8,199	Closed	-$202K	–	985
2023 Q3	$202K	Buy	+8,199	New	+$222K	0.02%	784
2023 Q2	–	Sell	-21,033	Closed	-$588K	–	852
2023 Q1	$588K	Sell	21,033 -19,595	-48%	-$536K	0.06%	383
2022 Q4	$1.11M	Sell	40,628 -65,615	-62%	-$1.72M	0.13%	243
2022 Q3	$2.68M	Buy	+106,243	New	+$3.13M	0.21%	165
2015 Q3	–	Sell	-41,570	Closed	-$745K	–	88
2015 Q2	$745K	Buy	+41,570	New	+$740K	0.51%	50

Other funds holding NI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Edgestream Partners's NI Position: Q2 2026 in Review

Edgestream Partners increased its NiSource (NI) stake by 26% in Q2 2026, buying an estimated $3.11M and bringing the position to 320,997 shares worth $15.3M. The position accounts for 0.45% of the portfolio, ranked #6.

Edgestream Partners first reported a position in NI in Q2 2015 and has held it in 11 quarters since. 913 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Edgestream Partners held 320,997 shares of NiSource worth $15.3M as of Q2 2026.
Edgestream Partners bought 65,700 NiSource shares in Q2 2026, an estimated $3.11M.
NiSource made up 0.45% of Edgestream Partners's portfolio in Q2 2026, its #6 holding.
Edgestream Partners first reported a position in NiSource in Q2 2015 and has held it in 11 quarters since.
913 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.