Nalls Sherbakoff Group’s NiSource NI Stock Holding History

Nalls Sherbakoff 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	–	Sell	-175	Closed	-$8.18K	–	410
2026 Q1	$8.18K	Hold	175	–	–	0.01%	314
2025 Q4	$7.32K	Buy	+175	New	+$7.48K	0.01%	347

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nalls Sherbakoff Group's NI Position: Q2 2026 in Review

Nalls Sherbakoff Group sold out of NiSource (NI) in Q2 2026, closing a stake of 175 shares — an estimated $8.18K sold.

Nalls Sherbakoff Group first reported a position in NI in Q4 2025 and held it in 2 quarters. The position peaked at $8.18K in Q1 2026. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Nalls Sherbakoff Group reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
Nalls Sherbakoff Group sold 175 NiSource shares in Q2 2026, an estimated $8.18K.
Nalls Sherbakoff Group first reported a position in NiSource in Q4 2025 and held it in 2 quarters.
Nalls Sherbakoff Group's NiSource position peaked at $8.18K in Q1 2026.
916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.