Envestnet Asset Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $38.3M | Buy |
806,397
+250,625
| +45% | +$11.9M | 0.01% | 1013 |
|
|
2026
Q1 | $25.9M | Buy |
555,772
+65,160
| +13% | +$2.94M | 0.01% | 1173 |
|
|
2025
Q4 | $20.5M | Sell |
490,612
-24,759
| -5% | -$1.06M | 0.01% | 1194 |
|
|
2025
Q3 | $22.3M | Sell |
515,371
-102,109
| -17% | -$4.23M | 0.01% | 1205 |
|
|
2025
Q2 | $24.9M | Sell |
617,480
-30,039
| -5% | -$1.18M | 0.01% | 1121 |
|
|
2025
Q1 | $26M | Buy |
647,519
+116,213
| +22% | +$4.48M | 0.01% | 1028 |
|
|
2024
Q4 | $19.5M | Sell |
531,306
-252,850
| -32% | -$9.08M | 0.01% | 1210 |
|
|
2024
Q3 | $27.2M | Buy |
784,156
+29,501
| +4% | +$941K | 0.01% | 1007 |
|
|
2024
Q2 | $21.7M | Buy |
754,655
+36,466
| +5% | +$1.03M | 0.01% | 1080 |
|
|
2024
Q1 | $19.9M | Buy |
718,189
+102,540
| +17% | +$2.7M | 0.01% | 1114 |
|
|
2023
Q4 | $16.3M | Buy |
615,649
+35,407
| +6% | +$910K | 0.01% | 1151 |
|
|
2023
Q3 | $14.3M | Sell |
580,242
-84,179
| -13% | -$2.27M | 0.01% | 1159 |
|
|
2023
Q2 | $18.2M | Buy |
664,421
+70,223
| +12% | +$1.95M | 0.01% | 974 |
|
|
2023
Q1 | $16.6M | Buy |
594,198
+23,573
| +4% | +$645K | 0.01% | 980 |
|
|
2022
Q4 | $15.6M | Buy |
570,625
+40,766
| +8% | +$1.07M | 0.01% | 974 |
|
|
2022
Q3 | $13.3M | Buy |
529,859
+26,704
| +5% | +$787K | 0.01% | 990 |
|
|
2022
Q2 | $14.8M | Sell |
503,155
-48,711
| -9% | -$1.48M | 0.01% | 948 |
|
|
2022
Q1 | $17.5M | Sell |
551,866
-428,018
| -44% | -$12.4M | 0.01% | 909 |
|
|
2021
Q4 | $27.1M | Buy |
979,884
+307,260
| +46% | +$7.82M | 0.01% | 715 |
|
|
2021
Q3 | $16.3M | Buy |
672,624
+44,845
| +7% | +$1.12M | 0.01% | 895 |
|
|
2021
Q2 | $15.4M | Buy |
627,779
+423,026
| +207% | +$10.8M | 0.01% | 905 |
|
|
2021
Q1 | $4.94M | Buy |
204,753
+261
| +0.1% | +$5.88K | ﹤0.01% | 1426 |
|
|
2020
Q4 | $4.69M | Buy |
204,492
+43,846
| +27% | +$1.03M | ﹤0.01% | 1305 |
|
|
2020
Q3 | $3.53M | Sell |
160,646
-847
| -0.5% | -$19.7K | ﹤0.01% | 1332 |
|
|
2020
Q2 | $3.67M | Buy |
161,493
+42,305
| +35% | +$1.02M | ﹤0.01% | 1271 |
|
|
2020
Q1 | $2.98M | Buy |
119,188
+69,432
| +140% | +$1.92M | ﹤0.01% | 1236 |
|
|
2019
Q4 | $1.39M | Sell |
49,756
-735
| -1% | -$20.1K | ﹤0.01% | 1817 |
|
|
2019
Q3 | $1.51M | Sell |
50,491
-4,778
| -9% | -$140K | ﹤0.01% | 1706 |
|
|
2019
Q2 | $1.59M | Sell |
55,269
-7,715
| -12% | -$217K | ﹤0.01% | 1691 |
|
|
2019
Q1 | $1.8M | Sell |
62,984
-31,407
| -33% | -$847K | ﹤0.01% | 1534 |
|
|
2018
Q4 | $2.39M | Buy |
+94,391
| New | +$2.43M | ﹤0.01% | 1236 |
|
|
2018
Q3 | – | Sell |
-68,974
| Closed | -$1.81M | – | 2123 |
|
|
2018
Q2 | $1.81M | Sell |
68,974
-1,583
| -2% | -$38.8K | ﹤0.01% | 841 |
|
|
2018
Q1 | $1.69M | Sell |
70,557
-6,009
| -8% | -$142K | ﹤0.01% | 761 |
|
|
2017
Q4 | $1.97M | Sell |
76,566
-666
| -0.9% | -$17.7K | ﹤0.01% | 960 |
|
|
2017
Q3 | $1.98M | Buy |
77,232
+2,786
| +4% | +$73.3K | ﹤0.01% | 906 |
|
|
2017
Q2 | $1.89M | Sell |
74,446
-2,508
| -3% | -$62.5K | 0.01% | 948 |
|
|
2017
Q1 | $1.83M | Buy |
76,954
+1,614
| +2% | +$36.9K | 0.01% | 970 |
|
|
2016
Q4 | $1.67M | Buy |
75,340
+5,455
| +8% | +$121K | 0.01% | 997 |
|
|
2016
Q3 | $1.69M | Sell |
69,885
-14,065
| -17% | -$352K | 0.01% | 1025 |
|
|
2016
Q2 | $2.23M | Buy |
83,950
+7
| +0% | +$168 | 0.01% | 978 |
|
|
2016
Q1 | $1.98M | Sell |
83,943
-13,597
| -14% | -$292K | 0.01% | 993 |
|
|
2015
Q4 | $1.9M | Buy |
97,540
+14,886
| +18% | +$286K | 0.01% | 994 |
|
|
2015
Q3 | $1.53M | Sell |
82,654
-73,426
| -47% | -$1.26M | 0.01% | 1070 |
|
|
2015
Q2 | $2.8M | Buy |
156,080
+17,324
| +12% | +$308K | 0.01% | 884 |
|
|
2015
Q1 | $2.41M | Buy |
138,756
+135,995
| +4,926% | +$2.3M | 0.01% | 882 |
|
|
2014
Q4 | $46K | Sell |
2,761
-1,815
| -40% | -$29.5K | ﹤0.01% | 1445 |
|
|
2014
Q3 | $74K | Sell |
4,576
-1,481
| -24% | -$22.6K | ﹤0.01% | 1390 |
|
|
2014
Q2 | $94K | Sell |
6,057
-570
| -9% | -$8.24K | ﹤0.01% | 1232 |
|
|
2014
Q1 | $93K | Sell |
6,627
-2,308
| -26% | -$31.2K | ﹤0.01% | 1163 |
|
|
2013
Q4 | $115K | Buy |
8,935
+2,191
| +32% | +$27.2K | ﹤0.01% | 978 |
|
|
2013
Q3 | $82K | Sell |
6,744
-318
| -5% | -$3.77K | ﹤0.01% | 1048 |
|
|
2013
Q2 | $79K | Buy |
+7,062
| New | +$81.7K | ﹤0.01% | 1058 |
|
Other funds holding NI
Envestnet Asset Management's NI Position: Q2 2026 in Review
Envestnet Asset Management increased its NiSource (NI) stake by 45% in Q2 2026, buying an estimated $11.9M and bringing the position to 806,397 shares worth $38.3M. The position accounts for 0.01% of the portfolio, ranked #1013.
Envestnet Asset Management first reported a position in NI in Q2 2013 and has held it in 52 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.
- Envestnet Asset Management held 806,397 shares of NiSource worth $38.3M as of Q2 2026.
- Envestnet Asset Management bought 250,625 NiSource shares in Q2 2026, an estimated $11.9M.
- NiSource made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1013 holding.
- Envestnet Asset Management first reported a position in NiSource in Q2 2013 and has held it in 52 quarters since.
- 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.