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Millstone Evans Group’s NiSource NI Stock Holding History

Millstone Evans 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 		$1.28K Hold
27
– – ﹤0.01% 804
2026
Q1 		$1.26K Hold
27
– – ﹤0.01% 787
2025
Q4 		$1.13K Hold
27
– – ﹤0.01% 797
2025
Q3 		$1.17K Hold
27
– – ﹤0.01% 781
2025
Q2 		$1.09K Hold
27
– – ﹤0.01% 710
2025
Q1 		$1.08K Hold
27
– – ﹤0.01% 736
2024
Q4 		$993 Buy
+27
New +$969 ﹤0.01% 685

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

Millstone Evans Group's NI Position: Q2 2026 in Review

Millstone Evans Group held its NiSource (NI) position steady in Q2 2026 at 27 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Millstone Evans Group first reported a position in NI in Q4 2024 and has held it in 7 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Millstone Evans Group held 27 shares of NiSource worth $1.28K as of Q2 2026.
  • Millstone Evans Group left its NiSource share count unchanged in Q2 2026.
  • NiSource made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #804 holding.
  • Millstone Evans Group first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.