Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s NiSource NI Stock Holding History

Envestnet Portfolio Solutions’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 		$607K Buy
12,773
+2,909
+29% +$138K ﹤0.01% 907
2026
Q1 		$460K Buy
9,864
+108
+1% +$4.87K ﹤0.01% 937
2025
Q4 		$407K Sell
9,756
-1,368
-12% -$58.4K ﹤0.01% 1137
2025
Q3 		$482K Sell
11,124
-293,036
-96% -$12.1M ﹤0.01% 1047
2025
Q2 		$12.3M Buy
304,160
+88,978
+41% +$3.49M 0.05% 197
2025
Q1 		$8.63M Buy
215,182
+10,738
+5% +$414K 0.03% 255
2024
Q4 		$7.52M Sell
204,444
-13,119
-6% -$471K 0.02% 311
2024
Q3 		$7.54M Sell
217,563
-15,050
-6% -$480K 0.02% 302
2024
Q2 		$6.7M Buy
232,613
+8,910
+4% +$251K 0.02% 309
2024
Q1 		$6.19M Buy
223,703
+58,601
+35% +$1.54M 0.02% 328
2023
Q4 		$4.38M Sell
165,102
-16,433
-9% -$422K 0.02% 362
2023
Q3 		$4.48M Buy
+181,535
New +$4.91M 0.02% 334

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's NI Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its NiSource (NI) stake by 29% in Q2 2026, buying an estimated $138K and bringing the position to 12,773 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Envestnet Portfolio Solutions first reported a position in NI in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.3M in Q2 2025. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Envestnet Portfolio Solutions held 12,773 shares of NiSource worth $607K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 2,909 NiSource shares in Q2 2026, an estimated $138K.
  • NiSource made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #907 holding.
  • Envestnet Portfolio Solutions first reported a position in NiSource in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's NiSource position peaked at $12.3M in Q2 2025.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.