NYLIM
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New York Life Investment Management’s NiSource NI Stock Holding History

New York Life 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 		$3.18M Buy
66,795
+295
+0.4% +$14K 0.02% 461
2026
Q1 		$3.1M Buy
66,500
+1,041
+2% +$46.9K 0.03% 439
2025
Q4 		$2.73M Buy
65,459
+1,473
+2% +$62.9K 0.02% 457
2025
Q3 		$2.77M Sell
63,986
-176
-0.3% -$7.29K 0.02% 471
2025
Q2 		$2.59M Buy
64,162
+541
+0.9% +$21.2K 0.02% 481
2025
Q1 		$2.55M Sell
63,621
-338
-0.5% -$13K 0.03% 485
2024
Q4 		$2.35M Sell
63,959
-70
-0.1% -$2.51K 0.02% 516
2024
Q3 		$2.22M Buy
64,029
+3,707
+6% +$118K 0.02% 553
2024
Q2 		$1.74M Buy
60,322
+540
+0.9% +$15.2K 0.02% 586
2024
Q1 		$1.65M Sell
59,782
-1,265
-2% -$33.3K 0.02% 584
2023
Q4 		$1.62M Sell
61,047
-1,072
-2% -$27.6K 0.02% 577
2023
Q3 		$1.53M Buy
62,119
+1,562
+3% +$42.2K 0.02% 560
2023
Q2 		$1.66M Buy
60,557
+1,704
+3% +$47.3K 0.02% 549
2023
Q1 		$1.65M Sell
58,853
-1,193
-2% -$32.6K 0.02% 548
2022
Q4 		$1.65M Buy
60,046
+2,206
+4% +$58K 0.02% 553
2022
Q3 		$1.46M Buy
57,840
+176
+0.3% +$5.18K 0.02% 568
2022
Q2 		$1.7M Buy
+57,664
New +$1.75M 0.02% 541

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

New York Life Investment Management's NI Position: Q2 2026 in Review

New York Life Investment Management increased its NiSource (NI) stake by 0.44% in Q2 2026, buying an estimated $14K and bringing the position to 66,795 shares worth $3.18M. The position accounts for 0.02% of the portfolio, ranked #461.

New York Life Investment Management first reported a position in NI in Q2 2022 and has held it in 17 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • New York Life Investment Management held 66,795 shares of NiSource worth $3.18M as of Q2 2026.
  • New York Life Investment Management bought 295 NiSource shares in Q2 2026, an estimated $14K.
  • NiSource made up 0.02% of New York Life Investment Management's portfolio in Q2 2026, its #461 holding.
  • New York Life Investment Management first reported a position in NiSource in Q2 2022 and has held it in 17 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.