EI
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Ellevest Inc’s NiSource NI Stock Holding History

Ellevest Inc’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 		$227K Buy
+4,784
New +$226K 0.03% 424
2020
Q3 		– Sell
-17
Closed – – 1254
2020
Q2 		$0 Buy
+17
New +$410 ﹤0.01% 1263
2019
Q4 		– Sell
-100
Closed -$3K – 1024
2019
Q3 		$3K Buy
+100
New +$2.93K ﹤0.01% 311

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T. Rowe Price Investment Management
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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

Ellevest Inc's NI Position: Q2 2026 in Review

Ellevest Inc opened a new position in NiSource (NI) in Q2 2026: 4,784 shares worth $227K. The stake represents 0.03% of the portfolio and ranks #424 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in NI as recently as Q2 2020.

Ellevest Inc first reported a position in NI in Q3 2019 and has held it in 3 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Ellevest Inc held 4,784 shares of NiSource worth $227K as of Q2 2026.
  • NiSource was a new Ellevest Inc position in Q2 2026.
  • NiSource made up 0.03% of Ellevest Inc's portfolio in Q2 2026, its #424 holding.
  • Ellevest Inc first reported a position in NiSource in Q3 2019 and has held it in 3 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.