EF
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Empirical Finance’s NiSource NI Stock Holding History

Empirical Finance’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 		$700K Buy
14,727
+579
+4% +$27.4K 0.03% 376
2026
Q1 		$660K Buy
14,148
+6
+0% +$270 0.03% 367
2025
Q4 		$591K Sell
14,142
-563
-4% -$24.1K 0.03% 385
2025
Q3 		$637K Buy
14,705
+163
+1% +$6.75K 0.03% 389
2025
Q2 		$587K Buy
14,542
+115
+0.8% +$4.51K 0.03% 402
2025
Q1 		$578K Buy
14,427
+660
+5% +$25.4K 0.03% 379
2024
Q4 		$506K Sell
13,767
-159
-1% -$5.71K 0.03% 407
2024
Q3 		$483K Buy
13,926
+428
+3% +$13.7K 0.03% 422
2024
Q2 		$389K Sell
13,498
-793
-6% -$22.4K 0.02% 441
2024
Q1 		$395K Buy
14,291
+490
+4% +$12.9K 0.02% 463
2023
Q4 		$366K Buy
13,801
+113
+0.8% +$2.9K 0.03% 457
2023
Q3 		$338K Buy
13,688
+1,368
+11% +$37K 0.02% 456
2023
Q2 		$337K Buy
12,320
+1,446
+13% +$40.1K 0.03% 452
2023
Q1 		$304K Buy
10,874
+575
+6% +$15.7K 0.03% 448
2022
Q4 		$282K Buy
10,299
+862
+9% +$22.7K 0.03% 449
2022
Q3 		$238K Buy
9,437
+1,651
+21% +$48.6K 0.03% 452
2022
Q2 		$230K Buy
7,786
+1,156
+17% +$35K 0.03% 448
2022
Q1 		$211K Buy
+6,630
New +$192K 0.02% 471
2017
Q1 		– Sell
-139
Closed -$4K – 406
2016
Q4 		$4K Buy
+139
New +$3.09K ﹤0.01% 589

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

Empirical Finance's NI Position: Q2 2026 in Review

Empirical Finance increased its NiSource (NI) stake by 4.1% in Q2 2026, buying an estimated $27.4K and bringing the position to 14,727 shares worth $700K. The position accounts for 0.03% of the portfolio, ranked #376.

Empirical Finance first reported a position in NI in Q4 2016 and has held it in 19 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Empirical Finance held 14,727 shares of NiSource worth $700K as of Q2 2026.
  • Empirical Finance bought 579 NiSource shares in Q2 2026, an estimated $27.4K.
  • NiSource made up 0.03% of Empirical Finance's portfolio in Q2 2026, its #376 holding.
  • Empirical Finance first reported a position in NiSource in Q4 2016 and has held it in 19 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.