Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s NiSource NI Stock Holding History

Gladstone Institutional Advisory’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
Q3 		$272K Buy
6,976
+67
+1% +$2.88K 0.01% 838
2026
Q2 		$329K Buy
6,909
+20
+0.3% +$946 0.01% 715
2026
Q1 		$321K Hold
6,889
– – 0.01% 647
2025
Q4 		$288K Sell
6,889
-7,261
-51% -$310K 0.01% 647
2025
Q3 		$613K Sell
14,150
-3
-0% -$124 0.02% 466
2025
Q2 		$571K Buy
14,153
+5
+0% +$196 0.02% 463
2025
Q1 		$567K Sell
14,148
-55
-0.4% -$2.12K 0.03% 438
2024
Q4 		$522K Buy
14,203
+55
+0.4% +$1.98K 0.02% 462
2024
Q3 		$490K Hold
14,148
– – 0.02% 454
2024
Q2 		$408K Hold
14,148
– – 0.02% 468
2024
Q1 		$391K Sell
14,148
-910
-6% -$23.9K 0.02% 472
2023
Q4 		$400K Buy
15,058
+761
+5% +$19.6K 0.02% 463
2023
Q3 		$353K Sell
14,297
-85
-0.6% -$2.3K 0.02% 457
2023
Q2 		$393K Hold
14,382
– – 0.02% 448
2023
Q1 		$402K Sell
14,382
-53
-0.4% -$1.45K 0.03% 459
2022
Q4 		$396K Sell
14,435
-324
-2% -$8.51K 0.03% 443
2022
Q3 		$372K Sell
14,759
-51
-0.3% -$1.5K 0.03% 448
2022
Q2 		$437K Sell
14,810
-55
-0.4% -$1.67K 0.03% 437
2022
Q1 		$473K Buy
14,865
+6,474
+77% +$188K 0.03% 439
2021
Q4 		$232K Buy
+8,391
New +$213K 0.02% 529

Other funds holding NI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Gladstone Institutional Advisory's NI Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its NiSource (NI) stake by 0.97% in Q3 2026, buying an estimated $2.88K and bringing the position to 6,976 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #838.

Gladstone Institutional Advisory first reported a position in NI in Q4 2021 and has held it in 20 quarters since. The position peaked at $613K in Q3 2025. 738 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Gladstone Institutional Advisory held 6,976 shares of NiSource worth $272K as of Q3 2026.
  • Gladstone Institutional Advisory bought 67 NiSource shares in Q3 2026, an estimated $2.88K.
  • NiSource made up 0.01% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #838 holding.
  • Gladstone Institutional Advisory first reported a position in NiSource in Q4 2021 and has held it in 20 quarters since.
  • Gladstone Institutional Advisory's NiSource position peaked at $613K in Q3 2025.
  • 738 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.