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FWL Investment Management’s NiSource NI Stock Holding History

FWL Investment 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 		$1.38K Buy
+29
New +$1.37K ﹤0.01% 445
2025
Q4 		– Sell
-90
Closed -$3.9K – 386
2025
Q3 		$3.9K Buy
+90
New +$3.73K ﹤0.01% 297

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

FWL Investment Management's NI Position: Q2 2026 in Review

FWL Investment Management opened a new position in NiSource (NI) in Q2 2026: 29 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in NI as recently as Q3 2025.

FWL Investment Management first reported a position in NI in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.9K in Q3 2025. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • FWL Investment Management held 29 shares of NiSource worth $1.38K as of Q2 2026.
  • NiSource was a new FWL Investment Management position in Q2 2026.
  • NiSource made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #445 holding.
  • FWL Investment Management first reported a position in NiSource in Q3 2025 and has held it in 2 quarters since.
  • FWL Investment Management's NiSource position peaked at $3.9K in Q3 2025.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.