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Fiduciary Alliance’s NiSource NI Stock Holding History

Fiduciary Alliance’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 		$508K Buy
10,691
+45
+0.4% +$2.13K 0.03% 364
2026
Q1 		$504K Buy
+10,646
New +$480K 0.03% 372
2023
Q3 		– Sell
-299
Closed -$8.18K – 657
2023
Q2 		$8.18K Buy
+299
New +$8.3K ﹤0.01% 606
2023
Q1 		– Sell
-299
Closed -$8.2K – 596
2022
Q4 		$8.2K Buy
+299
New +$7.86K ﹤0.01% 448

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

Fiduciary Alliance's NI Position: Q2 2026 in Review

Fiduciary Alliance increased its NiSource (NI) stake by 0.42% in Q2 2026, buying an estimated $2.13K and bringing the position to 10,691 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #364.

Fiduciary Alliance first reported a position in NI in Q4 2022 and has held it in 4 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Fiduciary Alliance held 10,691 shares of NiSource worth $508K as of Q2 2026.
  • Fiduciary Alliance bought 45 NiSource shares in Q2 2026, an estimated $2.13K.
  • NiSource made up 0.03% of Fiduciary Alliance's portfolio in Q2 2026, its #364 holding.
  • Fiduciary Alliance first reported a position in NiSource in Q4 2022 and has held it in 4 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.