Greenleaf Trust
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Greenleaf Trust’s NiSource NI Stock Holding History

Greenleaf Trust’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 		$211K Buy
+5,412
New +$233K ﹤0.01% 786
2022
Q4 		– Sell
-8,989
Closed -$226K – 763
2022
Q3 		$226K Buy
8,989
+1,271
+16% +$37.4K ﹤0.01% 631
2022
Q2 		$228K Sell
7,718
-394
-5% -$11.9K ﹤0.01% 640
2022
Q1 		$258K Buy
+8,112
New +$235K ﹤0.01% 644

Other funds holding NI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Greenleaf Trust's NI Position: Q3 2026 in Review

Greenleaf Trust opened a new position in NiSource (NI) in Q3 2026: 5,412 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #786 among its holdings. This is a return to the name: Greenleaf Trust previously reported a position in NI as recently as Q3 2022.

Greenleaf Trust first reported a position in NI in Q1 2022 and has held it in 4 quarters since. The position peaked at $258K in Q1 2022. 418 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Greenleaf Trust held 5,412 shares of NiSource worth $211K as of Q3 2026.
  • NiSource was a new Greenleaf Trust position in Q3 2026.
  • NiSource made up ﹤0.01% of Greenleaf Trust's portfolio in Q3 2026, its #786 holding.
  • Greenleaf Trust first reported a position in NiSource in Q1 2022 and has held it in 4 quarters since.
  • Greenleaf Trust's NiSource position peaked at $258K in Q1 2022.
  • 418 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Greenleaf Trust's 13F filing for Q3 2026, filed 29 Oct 2026.