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MB, Levis & Associates’s NiSource NI Stock Holding History

MB, Levis & Associates’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 		$5.63K Buy
119
+1
+0.8% +$47 ﹤0.01% 194
2026
Q1 		$5.5K Buy
118
+1
+0.9% +$45 ﹤0.01% 179
2025
Q4 		$4.89K Buy
117
+1
+0.9% +$43 ﹤0.01% 183
2025
Q3 		$5.03K Buy
116
+1
+0.9% +$41 ﹤0.01% 178
2025
Q2 		$4.66K Hold
115
– – ﹤0.01% 219
2025
Q1 		$4.6K Buy
115
+1
+0.9% +$39 ﹤0.01% 217
2024
Q4 		$4.19K Buy
114
+1
+0.9% +$36 ﹤0.01% 227
2024
Q3 		$3.92K Buy
113
+1
+0.9% +$32 ﹤0.01% 232
2024
Q2 		$3.23K Buy
112
+1
+0.9% +$28 ﹤0.01% 240
2024
Q1 		$3.07K Buy
111
+1
+0.9% +$26 ﹤0.01% 240
2023
Q4 		$2.92K Buy
110
+1
+0.9% +$26 ﹤0.01% 235
2023
Q3 		$2.69K Buy
109
+1
+0.9% +$27 ﹤0.01% 238
2023
Q2 		$2.95K Buy
108
+1
+0.9% +$28 ﹤0.01% 235
2023
Q1 		$2.99K Buy
107
+1
+0.9% +$27 ﹤0.01% 239
2022
Q4 		$2.91K Buy
+106
New +$2.79K ﹤0.01% 222

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

MB, Levis & Associates's NI Position: Q2 2026 in Review

MB, Levis & Associates increased its NiSource (NI) stake by 0.85% in Q2 2026, buying an estimated $47 and bringing the position to 119 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

MB, Levis & Associates first reported a position in NI in Q4 2022 and has held it in 15 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • MB, Levis & Associates held 119 shares of NiSource worth $5.63K as of Q2 2026.
  • MB, Levis & Associates bought 1 NiSource share in Q2 2026, an estimated $47.
  • NiSource made up ﹤0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #194 holding.
  • MB, Levis & Associates first reported a position in NiSource in Q4 2022 and has held it in 15 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.