NWS
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Nvest Wealth Strategies’s NiSource NI Stock Holding History

Nvest Wealth Strategies’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 		$381 Buy
+8
New +$379 ﹤0.01% 308

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Nvest Wealth Strategies's NI Position: Q2 2026 in Review

Nvest Wealth Strategies opened a new position in NiSource (NI) in Q2 2026: 8 shares worth $381. The stake represents ﹤0.01% of the portfolio and ranks #308 among its holdings.

474 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Nvest Wealth Strategies held 8 shares of NiSource worth $381 as of Q2 2026.
  • NiSource was a new Nvest Wealth Strategies position in Q2 2026.
  • NiSource made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #308 holding.
  • 474 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.