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Mount Yale Investment Advisors’s NiSource NI Stock Holding History

Mount Yale Investment Advisors’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 		$818K Sell
17,210
-97
-0.6% -$4.59K 0.02% 638
2026
Q1 		$808K Buy
17,307
+2,271
+15% +$102K 0.02% 572
2025
Q4 		$628K Sell
15,036
-412
-3% -$17.6K 0.03% 405
2025
Q3 		$669K Buy
15,448
+15,372
+20,226% +$636K 0.05% 353
2025
Q2 		$3.07K Buy
+76
New +$2.98K ﹤0.01% 1285

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's NI Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its NiSource (NI) stake by 0.56% in Q2 2026, selling an estimated $4.59K and leaving 17,210 shares worth $818K. The position accounts for 0.02% of the portfolio, ranked #638.

Mount Yale Investment Advisors first reported a position in NI in Q2 2025 and has held it in 5 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Mount Yale Investment Advisors held 17,210 shares of NiSource worth $818K as of Q2 2026.
  • Mount Yale Investment Advisors sold 97 NiSource shares in Q2 2026, an estimated $4.59K.
  • NiSource made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #638 holding.
  • Mount Yale Investment Advisors first reported a position in NiSource in Q2 2025 and has held it in 5 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.