LI
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LRI Investments’s NiSource NI Stock Holding History

LRI Investments’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 		$26.5K Buy
558
+27
+5% +$1.28K ﹤0.01% 691
2026
Q1 		$24.8K Sell
531
-3
-0.6% -$135 ﹤0.01% 645
2025
Q4 		$22.3K Hold
534
– – ﹤0.01% 674
2025
Q3 		$23.1K Hold
534
– – ﹤0.01% 691
2025
Q2 		$21.5K Hold
534
– – ﹤0.01% 691
2025
Q1 		$21.4K Hold
534
– – ﹤0.01% 659
2024
Q4 		$19.6K Hold
534
– – ﹤0.01% 669
2024
Q3 		$19.2K Hold
534
– – ﹤0.01% 657
2024
Q2 		$15.4K Hold
534
– – ﹤0.01% 661
2024
Q1 		$14.8K Buy
+534
New +$14K ﹤0.01% 429

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

LRI Investments's NI Position: Q2 2026 in Review

LRI Investments increased its NiSource (NI) stake by 5.1% in Q2 2026, buying an estimated $1.28K and bringing the position to 558 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

LRI Investments first reported a position in NI in Q1 2024 and has held it in 10 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • LRI Investments held 558 shares of NiSource worth $26.5K as of Q2 2026.
  • LRI Investments bought 27 NiSource shares in Q2 2026, an estimated $1.28K.
  • NiSource made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #691 holding.
  • LRI Investments first reported a position in NiSource in Q1 2024 and has held it in 10 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.