I
NI icon

InceptionR’s NiSource NI Stock Holding History

InceptionR’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 		$1.57M Buy
+33,030
New +$1.56M 0.39% 32
2026
Q1 		– Sell
-46,534
Closed -$1.94M – 815
2025
Q4 		$1.94M Buy
+46,534
New +$1.99M 0.54% 5
2025
Q3 		– Sell
-17,499
Closed -$706K – 859
2025
Q2 		$706K Sell
17,499
-233
-1% -$9.14K 0.16% 224
2025
Q1 		$711K Buy
+17,732
New +$683K 0.21% 178
2024
Q1 		– Sell
-8,253
Closed -$219K – 676
2023
Q4 		$219K Buy
+8,253
New +$212K 0.16% 288

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
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

InceptionR's NI Position: Q2 2026 in Review

InceptionR opened a new position in NiSource (NI) in Q2 2026: 33,030 shares worth $1.57M. The stake represents 0.39% of the portfolio and ranks #32 among its holdings. This is a return to the name: InceptionR previously reported a position in NI as recently as Q4 2025.

InceptionR first reported a position in NI in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.94M in Q4 2025. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • InceptionR held 33,030 shares of NiSource worth $1.57M as of Q2 2026.
  • NiSource was a new InceptionR position in Q2 2026.
  • NiSource made up 0.39% of InceptionR's portfolio in Q2 2026, its #32 holding.
  • InceptionR first reported a position in NiSource in Q4 2023 and has held it in 5 quarters since.
  • InceptionR's NiSource position peaked at $1.94M in Q4 2025.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.