GJIA
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Glass Jacobson Investment Advisors’s NiSource NI Stock Holding History

Glass Jacobson Investment Advisors’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
2025
Q2 		– Sell
-56
Closed -$2.06K – 741
2025
Q1 		$2.06K Hold
56
– – ﹤0.01% 748
2024
Q4 		$2.06K Buy
+56
New +$2.01K ﹤0.01% 748

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Glass Jacobson Investment Advisors's NI Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of NiSource (NI) in Q2 2025, closing a stake of 56 shares — an estimated $2.06K sold.

Glass Jacobson Investment Advisors first reported a position in NI in Q4 2024 and held it in 2 quarters. The position peaked at $2.06K in Q1 2025. 774 funds tracked by Wall St. Rank hold NI as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining NiSource position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 56 NiSource shares in Q2 2025, an estimated $2.06K.
  • Glass Jacobson Investment Advisors first reported a position in NiSource in Q4 2024 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's NiSource position peaked at $2.06K in Q1 2025.
  • 774 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.