James T. Borello
NI icon

James T. Borello’s NiSource NI Stock Holding History

James T. Borello’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
Q3 		$3.39K Sell
87
-25
-22% -$1.07K ﹤0.01% 855
2026
Q2 		$5.33K Buy
112
+10
+10% +$473 ﹤0.01% 771
2026
Q1 		$4.76K Buy
102
+38
+59% +$1.71K ﹤0.01% 767
2025
Q4 		$2.67K Sell
64
-2
-3% -$85 ﹤0.01% 719
2025
Q3 		$2.86K Buy
+66
New +$2.73K ﹤0.01% 663

Other funds holding NI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

James T. Borello's NI Position: Q3 2026 in Review

James T. Borello reduced its NiSource (NI) stake by 22% in Q3 2026, selling an estimated $1.07K and leaving 87 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

James T. Borello first reported a position in NI in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.33K in Q2 2026. 267 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • James T. Borello held 87 shares of NiSource worth $3.39K as of Q3 2026.
  • James T. Borello sold 25 NiSource shares in Q3 2026, an estimated $1.07K.
  • NiSource made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #855 holding.
  • James T. Borello first reported a position in NiSource in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's NiSource position peaked at $5.33K in Q2 2026.
  • 267 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.