HIA
NI icon

HFM Investment Advisors’s NiSource NI Stock Holding History

HFM 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
2026
Q2 		$1.38K Buy
29
+14
+93% +$663 ﹤0.01% 612
2026
Q1 		$700 Hold
15
– – ﹤0.01% 541
2025
Q4 		$627 Hold
15
– – ﹤0.01% 625
2025
Q3 		$650 Sell
15
-1
-6% -$41 ﹤0.01% 550
2025
Q2 		$645 Buy
16
+10
+167% +$392 ﹤0.01% 553
2025
Q1 		$241 Buy
+6
New +$231 ﹤0.01% 557

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 $3.38T AUM 44.17% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HFM Investment Advisors's NI Position: Q2 2026 in Review

HFM Investment Advisors increased its NiSource (NI) stake by 93% in Q2 2026, buying an estimated $663 and bringing the position to 29 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

HFM Investment Advisors first reported a position in NI in Q1 2025 and has held it in 6 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • HFM Investment Advisors held 29 shares of NiSource worth $1.38K as of Q2 2026.
  • HFM Investment Advisors bought 14 NiSource shares in Q2 2026, an estimated $663.
  • NiSource made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #612 holding.
  • HFM Investment Advisors first reported a position in NiSource in Q1 2025 and has held it in 6 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.