HF Advisory Group’s NiSource NI Stock Holding History

HF Advisory Group’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	$3.3M	Buy	69,432 +4,312	+7%	+$204K	1.02%	36
2026 Q1	$3.04M	Buy	65,120 +5,839	+10%	+$263K	1.04%	33
2025 Q4	$2.48M	Buy	59,281 +4,703	+9%	+$201K	0.86%	41
2025 Q3	$2.36M	Buy	54,578 +4,030	+8%	+$167K	0.87%	43
2025 Q2	$2.04M	Buy	50,548 +6,910	+16%	+$271K	0.81%	46
2025 Q1	$1.75M	Sell	43,638 -1,884	-4%	-$72.6K	0.76%	46
2024 Q4	$1.67M	Sell	45,522 -14,225	-24%	-$511K	0.77%	45
2024 Q3	$2.07M	Buy	59,747 +536	+0.9%	+$17.1K	0.96%	32
2024 Q2	$1.71M	Sell	59,211 -1,525	-3%	-$43K	0.88%	39
2024 Q1	$1.68M	Buy	60,736 +2,024	+3%	+$53.2K	0.94%	35
2023 Q4	$1.56M	Buy	+58,712	New	+$1.51M	1%	34

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HF Advisory Group's NI Position: Q2 2026 in Review

HF Advisory Group increased its NiSource (NI) stake by 6.6% in Q2 2026, buying an estimated $204K and bringing the position to 69,432 shares worth $3.3M. The position accounts for 1.02% of the portfolio, ranked #36.

HF Advisory Group first reported a position in NI in Q4 2023 and has held it in 11 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

HF Advisory Group held 69,432 shares of NiSource worth $3.3M as of Q2 2026.
HF Advisory Group bought 4,312 NiSource shares in Q2 2026, an estimated $204K.
NiSource made up 1.02% of HF Advisory Group's portfolio in Q2 2026, its #36 holding.
HF Advisory Group first reported a position in NiSource in Q4 2023 and has held it in 11 quarters since.
914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.