Evolution Advisers’s NiSource NI Stock Holding History

Evolution Advisers’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	$282K	Hold	5,932	–	–	0.1%	43
2026 Q1	$276K	Hold	5,932	–	–	0.12%	41
2025 Q4	$247K	Hold	5,932	–	–	0.11%	41
2025 Q3	$255K	Hold	5,932	–	–	0.11%	37
2025 Q2	$239K	Hold	5,932	–	–	0.12%	38
2025 Q1	$237K	Hold	5,932	–	–	0.12%	38
2024 Q4	$218K	Hold	5,932	–	–	0.12%	39
2024 Q3	$205K	Hold	5,932	–	–	0.11%	38
2024 Q2	$170K	Hold	5,932	–	–	0.1%	40
2024 Q1	$165K	Hold	5,932	–	–	0.1%	43
2023 Q4	$160K	Hold	5,932	–	–	0.1%	40
2023 Q3	$146K	Hold	5,932	–	–	0.11%	37
2023 Q2	$162K	Hold	5,932	–	–	0.11%	40
2023 Q1	$165K	Hold	5,932	–	–	0.12%	36
2022 Q4	$162K	Hold	5,932	–	–	0.13%	38
2022 Q3	$149K	Hold	5,932	–	–	0.13%	34
2022 Q2	$178K	Hold	5,932	–	–	0.15%	34
2022 Q1	$188K	Hold	5,932	–	–	0.14%	34
2021 Q4	$163K	Buy	+5,932	New	+$151K	0.12%	33

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evolution Advisers's NI Position: Q2 2026 in Review

Evolution Advisers held its NiSource (NI) position steady in Q2 2026 at 5,932 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #43.

Evolution Advisers first reported a position in NI in Q4 2021 and has held it in 19 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Evolution Advisers held 5,932 shares of NiSource worth $282K as of Q2 2026.
Evolution Advisers left its NiSource share count unchanged in Q2 2026.
NiSource made up 0.1% of Evolution Advisers's portfolio in Q2 2026, its #43 holding.
Evolution Advisers first reported a position in NiSource in Q4 2021 and has held it in 19 quarters since.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.