JWCA
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J.W. Cole Advisors’s NiSource NI Stock Holding History

J.W. Cole Advisors’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 		$411K Buy
8,647
+84
+1% +$3.98K 0.01% 1117
2026
Q1 		$400K Buy
8,563
+191
+2% +$8.61K 0.01% 550
2025
Q4 		$336K Buy
8,372
+203
+2% +$8.67K 0.01% 1056
2025
Q3 		$354K Buy
8,169
+168
+2% +$6.96K 0.01% 1136
2025
Q2 		$323K Buy
8,001
+390
+5% +$15.3K 0.01% 1110
2025
Q1 		$305K Buy
+7,611
New +$293K 0.01% 952

Other funds holding NI

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

J.W. Cole Advisors's NI Position: Q2 2026 in Review

J.W. Cole Advisors increased its NiSource (NI) stake by 0.98% in Q2 2026, buying an estimated $3.98K and bringing the position to 8,647 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #1117.

J.W. Cole Advisors first reported a position in NI in Q1 2025 and has held it in 6 quarters since. 270 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • J.W. Cole Advisors held 8,647 shares of NiSource worth $411K as of Q2 2026.
  • J.W. Cole Advisors bought 84 NiSource shares in Q2 2026, an estimated $3.98K.
  • NiSource made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1117 holding.
  • J.W. Cole Advisors first reported a position in NiSource in Q1 2025 and has held it in 6 quarters since.
  • 270 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.