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Johnson Financial Group Inc (Wisconsin)’s NiSource NI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$13.9K Sell
292
-85
-23% -$4.02K ﹤0.01% 604
2026
Q1 		$17.6K Sell
377
-1,594
-81% -$71.8K ﹤0.01% 580
2025
Q4 		$82.3K Sell
1,971
-3,367
-63% -$144K ﹤0.01% 437
2025
Q3 		$231K Buy
5,338
+5,046
+1,728% +$209K 0.01% 333
2025
Q2 		$11.8K Sell
292
-233
-44% -$9.14K ﹤0.01% 596
2025
Q1 		$21K Buy
525
+101
+24% +$3.89K ﹤0.01% 712
2024
Q4 		$15.8K Hold
424
– – ﹤0.01% 612
2024
Q3 		$14.7K Hold
424
– – ﹤0.01% 630
2024
Q2 		$12.2K Hold
424
– – ﹤0.01% 563
2024
Q1 		$11.7K Sell
424
-26
-6% -$683 ﹤0.01% 546
2023
Q4 		$11.9K Sell
450
-18,325
-98% -$471K ﹤0.01% 634
2023
Q3 		$463K Buy
18,775
+358
+2% +$9.67K 0.03% 174
2023
Q2 		$504K Buy
+18,417
New +$511K 0.03% 180
2019
Q1 		– Sell
-427
Closed -$11K – 543
2018
Q4 		$11K Sell
427
-61
-13% -$1.57K ﹤0.01% 427
2018
Q3 		$12K Buy
488
+61
+14% +$1.61K ﹤0.01% 438
2018
Q2 		$11K Hold
427
– – ﹤0.01% 449
2018
Q1 		$10K Hold
427
– – ﹤0.01% 459
2017
Q4 		$11K Hold
427
– – ﹤0.01% 479
2017
Q3 		$11K Buy
+427
New +$11.2K ﹤0.01% 457
2016
Q2 		– Sell
-1,670
Closed -$39K – 781
2016
Q1 		$39K Hold
1,670
– – 0.01% 406
2015
Q4 		$33K Hold
1,670
– – 0.01% 438
2015
Q3 		$31K Sell
1,670
-2,580
-61% -$44.1K 0.01% 537
2015
Q2 		$76K Hold
4,250
– – 0.02% 429
2015
Q1 		$74K Hold
4,250
– – 0.02% 437
2014
Q4 		$71K Hold
4,250
– – 0.02% 432
2014
Q3 		$68K Hold
4,250
– – 0.02% 398
2014
Q2 		$66K Hold
4,250
– – 0.02% 417
2014
Q1 		$59K Hold
4,250
– – 0.02% 345
2013
Q4 		$55K Hold
4,250
– – 0.02% 358
2013
Q3 		$52K Buy
+4,250
New +$50.3K 0.02% 389

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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 $3.38T AUM 44.17% 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

Johnson Financial Group Inc (Wisconsin)'s NI Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its NiSource (NI) stake by 23% in Q2 2026, selling an estimated $4.02K and leaving 292 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Johnson Financial Group Inc (Wisconsin) first reported a position in NI in Q3 2013 and has held it in 30 quarters since. The position peaked at $504K in Q2 2023. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 292 shares of NiSource worth $13.9K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 85 NiSource shares in Q2 2026, an estimated $4.02K.
  • NiSource made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #604 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in NiSource in Q3 2013 and has held it in 30 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s NiSource position peaked at $504K in Q2 2023.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.