IAA
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Independent Advisor Alliance’s NiSource NI Stock Holding History

Independent Advisor Alliance’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 		$202K Buy
+4,247
New +$201K ﹤0.01% 979
2020
Q2 		– Sell
-11,590
Closed -$289K – 526
2020
Q1 		$289K Sell
11,590
-3,632
-24% -$100K 0.04% 288
2019
Q4 		$424K Buy
15,222
+2,295
+18% +$62.9K 0.02% 569
2019
Q3 		$387K Buy
12,927
+1,997
+18% +$58.6K 0.05% 288
2019
Q2 		$315K Sell
10,930
-109
-1% -$3.07K 0.05% 289
2019
Q1 		$316K Buy
11,039
+215
+2% +$5.8K 0.04% 304
2018
Q4 		$274K Buy
+10,824
New +$279K 0.05% 307

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

Independent Advisor Alliance's NI Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in NiSource (NI) in Q2 2026: 4,247 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #979 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in NI as recently as Q1 2020.

Independent Advisor Alliance first reported a position in NI in Q4 2018 and has held it in 7 quarters since. The position peaked at $424K in Q4 2019. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Independent Advisor Alliance held 4,247 shares of NiSource worth $202K as of Q2 2026.
  • NiSource was a new Independent Advisor Alliance position in Q2 2026.
  • NiSource made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #979 holding.
  • Independent Advisor Alliance first reported a position in NiSource in Q4 2018 and has held it in 7 quarters since.
  • Independent Advisor Alliance's NiSource position peaked at $424K in Q4 2019.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.