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Horizon Investment Services’s NiSource NI Stock Holding History

Horizon 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 		$493K Buy
10,360
+38
+0.4% +$1.8K 0.14% 90
2026
Q1 		$482K Sell
10,322
-770
-7% -$34.7K 0.17% 88
2025
Q4 		$463K Buy
11,092
+293
+3% +$12.5K 0.17% 84
2025
Q3 		$468K Sell
10,799
-22
-0.2% -$911 0.18% 76
2025
Q2 		$437K Sell
10,821
-741
-6% -$29.1K 0.19% 74
2025
Q1 		$464K Sell
11,562
-102
-0.9% -$3.93K 0.23% 74
2024
Q4 		$429K Sell
11,664
-89
-0.8% -$3.19K 0.18% 85
2024
Q3 		$407K Buy
11,753
+155
+1% +$4.95K 0.17% 83
2024
Q2 		$334K Sell
11,598
-57
-0.5% -$1.61K 0.16% 89
2024
Q1 		$322K Sell
11,655
-855
-7% -$22.5K 0.16% 88
2023
Q4 		$332K Sell
12,510
-161
-1% -$4.14K 0.18% 85
2023
Q3 		$313K Sell
12,671
-1,070
-8% -$28.9K 0.19% 84
2023
Q2 		$376K Sell
13,741
-542
-4% -$15K 0.23% 71
2023
Q1 		$399K Sell
14,283
-2,629
-16% -$71.9K 0.26% 75
2022
Q4 		$464K Sell
16,912
-440
-3% -$11.6K 0.34% 68
2022
Q3 		$437K Sell
17,352
-290
-2% -$8.54K 0.32% 67
2022
Q2 		$520K Buy
17,642
+268
+2% +$8.12K 0.34% 67
2022
Q1 		$553K Buy
17,374
+8,755
+102% +$254K 0.29% 74
2021
Q4 		$238K Buy
+8,619
New +$219K 0.11% 111
2020
Q2 		– Sell
-14,598
Closed -$365K – 106
2020
Q1 		$365K Buy
+14,598
New +$404K 0.32% 68
2018
Q3 		– Sell
-32,563
Closed -$856K – 108
2018
Q2 		$856K Sell
32,563
-262
-0.8% -$6.42K 0.43% 52
2018
Q1 		$785K Buy
32,825
+426
+1% +$10.1K 0.35% 57
2017
Q4 		$832K Buy
32,399
+791
+3% +$21K 0.34% 57
2017
Q3 		$809K Buy
31,608
+1,336
+4% +$35.1K 0.34% 60
2017
Q2 		$768K Buy
+30,272
New +$754K 0.34% 57
2016
Q2 		– Sell
-33,997
Closed -$801K – 112
2016
Q1 		$801K Buy
33,997
+3,208
+10% +$68.8K 0.37% 48
2015
Q4 		$601K Buy
+30,789
New +$592K 0.26% 67

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

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

Horizon Investment Services increased its NiSource (NI) stake by 0.37% in Q2 2026, buying an estimated $1.8K and bringing the position to 10,360 shares worth $493K. The position accounts for 0.14% of the portfolio, ranked #90.

Horizon Investment Services first reported a position in NI in Q4 2015 and has held it in 27 quarters since. The position peaked at $856K in Q2 2018. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Horizon Investment Services held 10,360 shares of NiSource worth $493K as of Q2 2026.
  • Horizon Investment Services bought 38 NiSource shares in Q2 2026, an estimated $1.8K.
  • NiSource made up 0.14% of Horizon Investment Services's portfolio in Q2 2026, its #90 holding.
  • Horizon Investment Services first reported a position in NiSource in Q4 2015 and has held it in 27 quarters since.
  • Horizon Investment Services's NiSource position peaked at $856K in Q2 2018.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.