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INVST’s NiSource NI Stock Holding History

INVST’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
Q1 		– Sell
-7,927
Closed -$331K – 376
2025
Q4 		$331K Buy
7,927
+49
+0.6% +$2.09K 0.04% 262
2025
Q3 		$341K Buy
7,878
+49
+0.6% +$2.03K 0.04% 260
2025
Q2 		$316K Buy
7,829
+320
+4% +$12.5K 0.04% 258
2025
Q1 		$301K Sell
7,509
-9
-0.1% -$347 0.04% 245
2024
Q4 		$276K Buy
7,518
+92
+1% +$3.3K 0.03% 213
2024
Q3 		$257K Buy
7,426
+61
+0.8% +$1.95K 0.03% 214
2024
Q2 		$211K Buy
7,365
+73
+1% +$2.06K 0.02% 248
2024
Q1 		$200K Buy
+7,292
New +$192K 0.02% 233

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

INVST's NI Position: Q1 2026 in Review

INVST sold out of NiSource (NI) in Q1 2026, closing a stake of 7,927 shares — an estimated $331K sold.

INVST first reported a position in NI in Q1 2024 and held it in 8 quarters. The position peaked at $341K in Q3 2025. 884 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • INVST reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
  • INVST sold 7,927 NiSource shares in Q1 2026, an estimated $331K.
  • INVST first reported a position in NiSource in Q1 2024 and held it in 8 quarters.
  • INVST's NiSource position peaked at $341K in Q3 2025.
  • 884 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.