NIM
NI icon

NEOS Investment Management’s NiSource NI Stock Holding History

NEOS 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 		$3.75M Buy
78,900
+10,396
+15% +$492K 0.01% 414
2026
Q1 		$3.2M Sell
68,504
-235,275
-77% -$10.6M 0.02% 409
2025
Q4 		$12.7M Buy
303,779
+124,147
+69% +$5.3M 0.07% 196
2025
Q3 		$7.78M Buy
179,632
+68,291
+61% +$2.83M 0.06% 239
2025
Q2 		$4.49M Buy
111,341
+25,429
+30% +$997K 0.06% 260
2025
Q1 		$3.44M Buy
85,912
+52,451
+157% +$2.02M 0.07% 243
2024
Q4 		$1.23M Buy
33,461
+17,033
+104% +$612K 0.03% 367
2024
Q3 		$569K Buy
16,428
+3,248
+25% +$104K 0.02% 472
2024
Q2 		$380K Buy
13,180
+3,984
+43% +$112K 0.02% 492
2024
Q1 		$254K Buy
+9,196
New +$242K 0.02% 513

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

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

NEOS Investment Management increased its NiSource (NI) stake by 15% in Q2 2026, buying an estimated $492K and bringing the position to 78,900 shares worth $3.75M. The position accounts for 0.01% of the portfolio, ranked #414.

NEOS Investment Management first reported a position in NI in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.7M in Q4 2025. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • NEOS Investment Management held 78,900 shares of NiSource worth $3.75M as of Q2 2026.
  • NEOS Investment Management bought 10,396 NiSource shares in Q2 2026, an estimated $492K.
  • NiSource made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #414 holding.
  • NEOS Investment Management first reported a position in NiSource in Q1 2024 and has held it in 10 quarters since.
  • NEOS Investment Management's NiSource position peaked at $12.7M in Q4 2025.
  • 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.