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HBK Sorce Advisory’s NiSource NI Stock Holding History

HBK Sorce 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 		$511K Buy
11,906
+1,978
+20% +$93.6K 0.01% 384
2026
Q1 		$464K Buy
9,928
+135
+1% +$6.08K 0.01% 389
2025
Q4 		$432K Buy
9,793
+116
+1% +$4.96K 0.01% 391
2025
Q3 		$421K Buy
9,677
+64
+0.7% +$2.65K 0.01% 389
2025
Q2 		$388K Buy
9,613
+49
+0.5% +$1.92K 0.01% 397
2025
Q1 		$383K Buy
9,564
+10
+0.1% +$385 0.01% 390
2024
Q4 		$351K Buy
9,554
+6
+0.1% +$215 0.01% 414
2024
Q3 		$331K Sell
9,548
-10
-0.1% -$319 0.01% 430
2024
Q2 		$275K Buy
9,558
+12
+0.1% +$338 0.01% 463
2024
Q1 		$264K Buy
+9,546
New +$251K 0.01% 485

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

HBK Sorce Advisory's NI Position: Q2 2026 in Review

HBK Sorce Advisory increased its NiSource (NI) stake by 20% in Q2 2026, buying an estimated $93.6K and bringing the position to 11,906 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #384.

HBK Sorce Advisory first reported a position in NI in Q1 2024 and has held it in 10 quarters since. 474 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • HBK Sorce Advisory held 11,906 shares of NiSource worth $511K as of Q2 2026.
  • HBK Sorce Advisory bought 1,978 NiSource shares in Q2 2026, an estimated $93.6K.
  • NiSource made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #384 holding.
  • HBK Sorce Advisory first reported a position in NiSource in Q1 2024 and has held it in 10 quarters since.
  • 474 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.