Morningstar Investment Management’s NiSource NI Stock Holding History

Morningstar Investment Management’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	$244K	Hold	5,223	–	–	0.02%	310
2026 Q1	$244K	Hold	5,223	–	–	0.02%	308
2025 Q4	$218K	Sell	5,223 -20	-0.4%	-$854	0.01%	323
2025 Q3	$227K	Buy	+5,243	New	+$217K	0.01%	466
2025 Q1	–	Sell	-5,765	Closed	-$212K	–	168
2024 Q4	$212K	Sell	5,765 -828	-13%	-$29.7K	0.02%	201
2024 Q3	$226K	Sell	6,593 -1,613	-20%	-$51.5K	0.02%	192
2024 Q2	$236K	Hold	8,206	–	–	0.02%	173
2024 Q1	$227K	Hold	8,206	–	–	0.02%	186
2023 Q4	$218K	Hold	8,206	–	–	0.03%	187
2023 Q3	$203K	Hold	8,206	–	–	0.03%	162
2023 Q2	$224K	Hold	8,206	–	–	0.03%	151
2023 Q1	$229K	Hold	8,206	–	–	0.03%	82
2022 Q4	$225K	Buy	+8,206	New	+$216K	0.04%	81

Other funds holding NI

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 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

Morningstar Investment Management's NI Position: Q2 2026 in Review

Morningstar Investment Management held its NiSource (NI) position steady in Q2 2026 at 5,223 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #310.

Morningstar Investment Management first reported a position in NI in Q4 2022 and has held it in 13 quarters since. 326 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Morningstar Investment Management held 5,223 shares of NiSource worth $244K as of Q2 2026.
Morningstar Investment Management left its NiSource share count unchanged in Q2 2026.
NiSource made up 0.02% of Morningstar Investment Management's portfolio in Q2 2026, its #310 holding.
Morningstar Investment Management first reported a position in NiSource in Q4 2022 and has held it in 13 quarters since.
326 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.