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Mather Group’s NiSource NI Stock Holding History

Mather Group’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 		$272K Buy
5,727
+32
+0.6% +$1.51K ﹤0.01% 706
2026
Q1 		$266K Buy
5,695
+216
+4% +$9.73K ﹤0.01% 654
2025
Q4 		$229K Buy
5,479
+5
+0.1% +$214 ﹤0.01% 597
2025
Q3 		$237K Buy
+5,474
New +$227K ﹤0.01% 582
2025
Q2 		– Sell
-5,189
Closed -$208K – 1328
2025
Q1 		$208K Buy
5,189
+597
+13% +$23K ﹤0.01% 581
2024
Q4 		$169K Buy
4,592
+1,101
+32% +$39.5K ﹤0.01% 616
2024
Q3 		$121K Sell
3,491
-736
-17% -$23.5K ﹤0.01% 697
2024
Q2 		$117K Buy
4,227
+923
+28% +$26K ﹤0.01% 768
2024
Q1 		$87.7K Buy
+3,304
New +$86.9K ﹤0.01% 741

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Mather Group's NI Position: Q2 2026 in Review

Mather Group increased its NiSource (NI) stake by 0.56% in Q2 2026, buying an estimated $1.51K and bringing the position to 5,727 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Mather Group first reported a position in NI in Q1 2024 and has held it in 9 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Mather Group held 5,727 shares of NiSource worth $272K as of Q2 2026.
  • Mather Group bought 32 NiSource shares in Q2 2026, an estimated $1.51K.
  • NiSource made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #706 holding.
  • Mather Group first reported a position in NiSource in Q1 2024 and has held it in 9 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.