GIA
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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
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

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Gladstone Institutional Advisory's NI Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its NiSource (NI) stake by 0.29% in Q2 2026, buying an estimated $946 and bringing the position to 6,909 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #715.

Gladstone Institutional Advisory first reported a position in NI in Q4 2021 and has held it in 19 quarters since. The position peaked at $613K in Q3 2025. 244 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Gladstone Institutional Advisory held 6,909 shares of NiSource worth $329K as of Q2 2026.
  • Gladstone Institutional Advisory bought 20 NiSource shares in Q2 2026, an estimated $946.
  • NiSource made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #715 holding.
  • Gladstone Institutional Advisory first reported a position in NiSource in Q4 2021 and has held it in 19 quarters since.
  • Gladstone Institutional Advisory's NiSource position peaked at $613K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.