Elevated Capital Advisors’s NiSource NI Stock Holding History

Elevated Capital 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	$244K	Sell	5,139 -513	-9%	-$24.3K	0.07%	232
2026 Q1	$264K	Sell	5,652 -21,355	-79%	-$962K	0.07%	230
2025 Q4	$1.13M	Buy	27,007 +455	+2%	+$19.4K	0.26%	95
2025 Q3	$1.15M	Sell	26,552 -2,738	-9%	-$113K	0.29%	91
2025 Q2	$1.17M	Hold	29,290	–	–	0.33%	77
2025 Q1	$1.17M	Sell	29,290 -146	-0.5%	-$5.62K	0.33%	77
2024 Q4	$1.08M	Sell	29,436 -1,666	-5%	-$59.8K	0.29%	90
2024 Q3	$1.08M	Sell	31,102 -7	-0%	-$223	0.29%	93
2024 Q2	$896K	Buy	+31,109	New	+$878K	0.25%	107

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Elevated Capital Advisors's NI Position: Q2 2026 in Review

Elevated Capital Advisors reduced its NiSource (NI) stake by 9.1% in Q2 2026, selling an estimated $24.3K and leaving 5,139 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #232.

Elevated Capital Advisors first reported a position in NI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q2 2025. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Elevated Capital Advisors held 5,139 shares of NiSource worth $244K as of Q2 2026.
Elevated Capital Advisors sold 513 NiSource shares in Q2 2026, an estimated $24.3K.
NiSource made up 0.07% of Elevated Capital Advisors's portfolio in Q2 2026, its #232 holding.
Elevated Capital Advisors first reported a position in NiSource in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's NiSource position peaked at $1.17M in Q2 2025.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.