NFSG
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Newbridge Financial Services Group’s NiSource NI Stock Holding History

Newbridge Financial Services 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 		$2.76M Buy
58,013
+2,765
+5% +$131K 0.34% 66
2026
Q1 		$2.58M Sell
55,248
-1,134
-2% -$51.1K 0.42% 59
2025
Q4 		$2.35M Buy
56,382
+531
+1% +$22.7K 0.37% 60
2025
Q3 		$2.42M Buy
55,851
+9,823
+21% +$407K 0.36% 62
2025
Q2 		$1.86M Buy
46,028
+25,117
+120% +$985K 0.3% 69
2025
Q1 		$838K Buy
20,911
+9,031
+76% +$348K 0.2% 94
2024
Q4 		$437K Buy
+11,880
New +$427K 0.11% 127
2023
Q2 		– Sell
-62
Closed -$1.73K – 1411
2023
Q1 		$1.73K Sell
62
-147
-70% -$4.02K ﹤0.01% 1215
2022
Q4 		$5.73K Buy
209
+1
+0.5% +$26 ﹤0.01% 1035
2022
Q3 		$5K Buy
208
+1
+0.5% +$29 ﹤0.01% 1049
2022
Q2 		$6K Buy
207
+145
+234% +$4.39K ﹤0.01% 980
2022
Q1 		$2K Sell
62
-22
-26% -$639 ﹤0.01% 1305
2021
Q4 		$2K Buy
84
+22
+35% +$560 ﹤0.01% 1252
2021
Q3 		$2K Hold
62
– – ﹤0.01% 1188
2021
Q2 		$2K Hold
62
– – ﹤0.01% 1289
2021
Q1 		$1K Hold
62
– – ﹤0.01% 1297
2020
Q4 		$1K Hold
62
– – ﹤0.01% 1044
2020
Q3 		$1K Buy
+62
New +$1.44K ﹤0.01% 985

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

Newbridge Financial Services Group's NI Position: Q2 2026 in Review

Newbridge Financial Services Group increased its NiSource (NI) stake by 5% in Q2 2026, buying an estimated $131K and bringing the position to 58,013 shares worth $2.76M. The position accounts for 0.34% of the portfolio, ranked #66.

Newbridge Financial Services Group first reported a position in NI in Q3 2020 and has held it in 18 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Newbridge Financial Services Group held 58,013 shares of NiSource worth $2.76M as of Q2 2026.
  • Newbridge Financial Services Group bought 2,765 NiSource shares in Q2 2026, an estimated $131K.
  • NiSource made up 0.34% of Newbridge Financial Services Group's portfolio in Q2 2026, its #66 holding.
  • Newbridge Financial Services Group first reported a position in NiSource in Q3 2020 and has held it in 18 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.