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Horizon Investments’s NiSource NI Stock Holding History

Horizon Investments’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 		$930K Buy
19,681
+234
+1% +$11.1K 0.01% 761
2026
Q1 		$902K Sell
19,447
-38,684
-67% -$1.74M 0.01% 686
2025
Q4 		$2.43M Buy
58,131
+4,847
+9% +$207K 0.03% 422
2025
Q3 		$2.29M Buy
53,284
+6,563
+14% +$272K 0.03% 439
2025
Q2 		$1.87M Buy
46,721
+39,929
+588% +$1.57M 0.03% 405
2025
Q1 		$270K Buy
6,792
+608
+10% +$23.4K 0.01% 488
2024
Q4 		$226K Buy
6,184
+79
+1% +$2.84K 0.01% 513
2024
Q3 		$210K Sell
6,105
-1,857
-23% -$59.3K 0.01% 533
2024
Q2 		$227K Buy
7,962
+1,426
+22% +$40.2K 0.01% 523
2024
Q1 		$179K Buy
6,536
+253
+4% +$6.65K ﹤0.01% 562
2023
Q4 		$165K Buy
6,283
+110
+2% +$2.83K ﹤0.01% 561
2023
Q3 		$151K Sell
6,173
-386
-6% -$10.4K ﹤0.01% 566
2023
Q2 		$178K Sell
6,559
-632
-9% -$17.5K 0.01% 543
2023
Q1 		$199K Buy
+7,191
New +$197K 0.01% 516
2022
Q4 		– Sell
-12,667
Closed -$316K – 560
2022
Q3 		$316K Buy
12,667
+3,545
+39% +$104K 0.01% 397
2022
Q2 		$267K Sell
9,122
-5,718
-39% -$173K 0.01% 394
2022
Q1 		$468K Buy
+14,840
New +$431K 0.01% 362
2020
Q3 		– Sell
-13,126
Closed -$296K – 434
2020
Q2 		$296K Buy
+13,126
New +$317K 0.01% 385
2019
Q3 		– Sell
-10,481
Closed -$302K – 506
2019
Q2 		$302K Buy
+10,481
New +$295K 0.01% 382
2018
Q4 		– Sell
-61,906
Closed -$1.53M – 274
2018
Q3 		$1.53M Buy
61,906
+7,991
+15% +$211K 0.05% 113
2018
Q2 		$1.41M Buy
53,915
+6,990
+15% +$171K 0.06% 102
2018
Q1 		$1.12M Buy
46,925
+37,175
+381% +$880K 0.05% 111
2017
Q4 		$237K Buy
9,750
+1,530
+19% +$40.6K 0.01% 170
2017
Q3 		$200K Buy
+8,220
New +$216K 0.01% 150

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

Horizon Investments's NI Position: Q2 2026 in Review

Horizon Investments increased its NiSource (NI) stake by 1.2% in Q2 2026, buying an estimated $11.1K and bringing the position to 19,681 shares worth $930K. The position accounts for 0.01% of the portfolio, ranked #761.

Horizon Investments first reported a position in NI in Q3 2017 and has held it in 24 quarters since. The position peaked at $2.43M in Q4 2025. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Horizon Investments held 19,681 shares of NiSource worth $930K as of Q2 2026.
  • Horizon Investments bought 234 NiSource shares in Q2 2026, an estimated $11.1K.
  • NiSource made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #761 holding.
  • Horizon Investments first reported a position in NiSource in Q3 2017 and has held it in 24 quarters since.
  • Horizon Investments's NiSource position peaked at $2.43M in Q4 2025.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.