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Knollwood Investment Advisory’s NiSource NI Stock Holding History

Knollwood Investment Advisory’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 		$258K Hold
5,416
– – 0.02% 244
2026
Q1 		$253K Hold
5,416
– – 0.03% 278
2025
Q4 		$226K Hold
5,416
– – 0.02% 310
2025
Q3 		$235K Sell
5,416
-255
-4% -$10.6K 0.02% 333
2025
Q2 		$229K Hold
5,671
– – 0.02% 341
2025
Q1 		$227K Hold
5,671
– – 0.03% 340
2024
Q4 		$208K Buy
+5,671
New +$204K 0.02% 349

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

Knollwood Investment Advisory's NI Position: Q2 2026 in Review

Knollwood Investment Advisory held its NiSource (NI) position steady in Q2 2026 at 5,416 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #244.

Knollwood Investment Advisory first reported a position in NI in Q4 2024 and has held it in 7 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Knollwood Investment Advisory held 5,416 shares of NiSource worth $258K as of Q2 2026.
  • Knollwood Investment Advisory left its NiSource share count unchanged in Q2 2026.
  • NiSource made up 0.02% of Knollwood Investment Advisory's portfolio in Q2 2026, its #244 holding.
  • Knollwood Investment Advisory first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.