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Harvest Investment Services’s NiSource NI Stock Holding History

Harvest Investment Services’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 		$255K Buy
5,360
+172
+3% +$8.14K 0.04% 339
2026
Q1 		$242K Buy
5,188
+359
+7% +$16.2K 0.04% 299
2025
Q4 		$202K Buy
+4,829
New +$206K 0.04% 312
2021
Q2 		– Sell
-9,252
Closed -$223K – 306
2021
Q1 		$223K Sell
9,252
-81
-0.9% -$1.83K 0.1% 230
2020
Q4 		$214K Buy
+9,333
New +$218K 0.11% 194

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Harvest Investment Services's NI Position: Q2 2026 in Review

Harvest Investment Services increased its NiSource (NI) stake by 3.3% in Q2 2026, buying an estimated $8.14K and bringing the position to 5,360 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #339.

Harvest Investment Services first reported a position in NI in Q4 2020 and has held it in 5 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Harvest Investment Services held 5,360 shares of NiSource worth $255K as of Q2 2026.
  • Harvest Investment Services bought 172 NiSource shares in Q2 2026, an estimated $8.14K.
  • NiSource made up 0.04% of Harvest Investment Services's portfolio in Q2 2026, its #339 holding.
  • Harvest Investment Services first reported a position in NiSource in Q4 2020 and has held it in 5 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

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