EF
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Empowered Funds’s NiSource NI Stock Holding History

Empowered Funds’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 		$2.32M Buy
48,753
+22,132
+83% +$1.05M 0.01% 1103
2026
Q1 		$1.24M Sell
26,621
-17,447
-40% -$786K 0.01% 1325
2025
Q4 		$1.84M Buy
44,068
+31,962
+264% +$1.37M 0.03% 505
2025
Q3 		$524K Buy
12,106
+6,390
+112% +$265K 0.01% 1391
2025
Q2 		$231K Buy
+5,716
New +$224K ﹤0.01% 1604
2024
Q2 		– Sell
-71,909
Closed -$1.99M – 1433
2024
Q1 		$1.99M Sell
71,909
-3,701
-5% -$97.3K 0.04% 619
2023
Q4 		$2.01M Sell
75,610
-2,432
-3% -$62.5K 0.05% 515
2023
Q3 		$1.93M Sell
78,042
-306
-0.4% -$8.27K 0.06% 467
2023
Q2 		$2.14M Buy
78,348
+2,322
+3% +$64.5K 0.08% 372
2023
Q1 		$2.13M Buy
+76,026
New +$2.08M 0.13% 201
2022
Q4 		– Sell
-67,854
Closed -$1.78M – 539
2022
Q3 		$1.71M Buy
+67,854
New +$2M 0.17% 129

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

Empowered Funds's NI Position: Q2 2026 in Review

Empowered Funds increased its NiSource (NI) stake by 83% in Q2 2026, buying an estimated $1.05M and bringing the position to 48,753 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #1103.

Empowered Funds first reported a position in NI in Q3 2022 and has held it in 11 quarters since. 913 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Empowered Funds held 48,753 shares of NiSource worth $2.32M as of Q2 2026.
  • Empowered Funds bought 22,132 NiSource shares in Q2 2026, an estimated $1.05M.
  • NiSource made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1103 holding.
  • Empowered Funds first reported a position in NiSource in Q3 2022 and has held it in 11 quarters since.
  • 913 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.