MPWT
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MassMutual Private Wealth & Trust’s NiSource NI Stock Holding History

MassMutual Private Wealth & Trust’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 		$39.9K Buy
840
+1
+0.1% +$47 ﹤0.01% 868
2026
Q1 		$39.1K Sell
839
-78
-9% -$3.51K ﹤0.01% 842
2025
Q4 		$38.3K Buy
917
+60
+7% +$2.56K ﹤0.01% 878
2025
Q3 		$37.1K Sell
857
-31
-3% -$1.28K ﹤0.01% 891
2025
Q2 		$35.8K Buy
888
+123
+16% +$4.82K ﹤0.01% 890
2025
Q1 		$30.7K Buy
765
+299
+64% +$11.5K ﹤0.01% 874
2024
Q4 		$17.1K Sell
466
-1,049
-69% -$37.7K ﹤0.01% 1061
2024
Q3 		$52.5K Buy
1,515
+126
+9% +$4.02K ﹤0.01% 653
2024
Q2 		$40K Buy
1,389
+10
+0.7% +$282 ﹤0.01% 687
2024
Q1 		$38.1K Sell
1,379
-40
-3% -$1.05K ﹤0.01% 673
2023
Q4 		$37.7K Sell
1,419
-120
-8% -$3.08K ﹤0.01% 671
2023
Q3 		$38K Buy
1,539
+16
+1% +$432 ﹤0.01% 659
2023
Q2 		$41.7K Buy
1,523
+60
+4% +$1.67K ﹤0.01% 578
2023
Q1 		$40.9K Buy
1,463
+235
+19% +$6.43K ﹤0.01% 563
2022
Q4 		$34K Buy
1,228
+1,049
+586% +$27.6K ﹤0.01% 530
2022
Q3 		$5K Buy
179
+51
+40% +$1.5K ﹤0.01% 957
2022
Q2 		$4K Buy
128
+9
+8% +$273 ﹤0.01% 978
2022
Q1 		$4K Sell
119
-38
-24% -$1.1K ﹤0.01% 991
2021
Q4 		$4K Buy
157
+61
+64% +$1.55K ﹤0.01% 951
2021
Q3 		$2K Sell
96
-26
-21% -$648 ﹤0.01% 1072
2021
Q2 		$3K Buy
122
+45
+58% +$1.14K ﹤0.01% 944
2021
Q1 		$2K Buy
+77
New +$1.74K ﹤0.01% 876
2020
Q1 		– Sell
-870
Closed -$24K – 759
2019
Q4 		$24K Buy
870
+520
+149% +$14.3K ﹤0.01% 509
2019
Q3 		$10K Hold
350
– – ﹤0.01% 591
2019
Q2 		$10K Hold
350
– – ﹤0.01% 577
2019
Q1 		$10K Hold
350
– – ﹤0.01% 591
2018
Q4 		$8.87K Buy
+350
New +$9.03K ﹤0.01% 586
2018
Q3 		– Sell
-383
Closed -$10.1K – 1070
2018
Q2 		$10.1K Sell
383
-18
-4% -$441 ﹤0.01% 601
2018
Q1 		$9.59K Buy
401
+29
+8% +$687 ﹤0.01% 601
2017
Q4 		$9.55K Hold
372
– – ﹤0.01% 615
2017
Q3 		$9.52K Hold
372
– – ﹤0.01% 778
2017
Q2 		$9.43K Hold
372
– – ﹤0.01% 749
2017
Q1 		$8.85K Sell
372
-75
-17% -$1.72K ﹤0.01% 731
2016
Q4 		$9.9K Buy
+447
New +$9.94K ﹤0.01% 479
2016
Q2 		$7.88K Hold
297
– – ﹤0.01% 527
2016
Q1 		$7K Hold
297
– – ﹤0.01% 585
2015
Q4 		$5.79K Sell
297
-100
-25% -$1.92K ﹤0.01% 556
2015
Q3 		$16.3K Sell
397
-613
-61% -$10.5K ﹤0.01% 474
2015
Q2 		$15.6K Buy
1,010
+254
+34% +$4.52K ﹤0.01% 447
2015
Q1 		$13.1K Buy
756
+247
+49% +$4.19K ﹤0.01% 462
2014
Q4 		$8.48K Sell
509
-501
-50% -$8.16K ﹤0.01% 436
2014
Q3 		$16.3K Buy
1,010
+501
+98% +$7.65K ﹤0.01% 464
2014
Q2 		$7.87K Sell
509
-509
-50% -$7.36K ﹤0.01% 386
2014
Q1 		$14.2K Hold
1,018
– – 0.01% 300
2013
Q4 		$13.2K Buy
+1,018
New +$12.6K 0.01% 272

Other funds holding NI

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

MassMutual Private Wealth & Trust's NI Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its NiSource (NI) stake by 0.12% in Q2 2026, buying an estimated $47 and bringing the position to 840 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

MassMutual Private Wealth & Trust first reported a position in NI in Q4 2013 and has held it in 45 quarters since. The position peaked at $52.5K in Q3 2024. 326 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • MassMutual Private Wealth & Trust held 840 shares of NiSource worth $39.9K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 1 NiSource share in Q2 2026, an estimated $47.
  • NiSource made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #868 holding.
  • MassMutual Private Wealth & Trust first reported a position in NiSource in Q4 2013 and has held it in 45 quarters since.
  • MassMutual Private Wealth & Trust's NiSource position peaked at $52.5K in Q3 2024.
  • 326 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.