FAM
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Fulcrum Asset Management’s NiSource NI Stock Holding History

Fulcrum Asset Management’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 		$4.43K Sell
92
-20,764
-100% -$983K ﹤0.01% 772
2026
Q1 		$970K Buy
+20,856
New +$940K 0.15% 107

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

Fulcrum Asset Management's NI Position: Q2 2026 in Review

Fulcrum Asset Management reduced its NiSource (NI) stake by 100% in Q2 2026, selling an estimated $983K and leaving 92 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Fulcrum Asset Management first reported a position in NI in Q1 2026 and has held it in 2 quarters since. The position peaked at $970K in Q1 2026. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Fulcrum Asset Management held 92 shares of NiSource worth $4.43K as of Q2 2026.
  • Fulcrum Asset Management sold 20,764 NiSource shares in Q2 2026, an estimated $983K.
  • NiSource made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #772 holding.
  • Fulcrum Asset Management first reported a position in NiSource in Q1 2026 and has held it in 2 quarters since.
  • Fulcrum Asset Management's NiSource position peaked at $970K in Q1 2026.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.