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OneDigital Investment Advisors’s NiSource NI Stock Holding History

OneDigital Investment Advisors’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 		$468K Sell
9,836
-11
-0.1% -$521 ﹤0.01% 1064
2026
Q1 		$459K Sell
9,847
-967
-9% -$43.6K ﹤0.01% 985
2025
Q4 		$452K Sell
10,814
-833
-7% -$35.6K ﹤0.01% 999
2025
Q3 		$504K Sell
11,647
-368
-3% -$15.2K 0.01% 928
2025
Q2 		$485K Sell
12,015
-261
-2% -$10.2K 0.01% 911
2025
Q1 		$492K Buy
12,276
+764
+7% +$29.4K 0.01% 860
2024
Q4 		$423K Buy
11,512
+233
+2% +$8.37K ﹤0.01% 956
2024
Q3 		$391K Buy
11,279
+233
+2% +$7.43K ﹤0.01% 1032
2024
Q2 		$318K Buy
11,046
+3,255
+42% +$91.8K ﹤0.01% 1082
2024
Q1 		$216K Sell
7,791
-32
-0.4% -$841 ﹤0.01% 1016
2023
Q4 		$208K Buy
+7,823
New +$201K ﹤0.01% 1046
2018
Q1 		– Sell
-203
Closed -$5K – 1363
2017
Q4 		$5K Hold
203
– – ﹤0.01% 1088
2017
Q3 		$5K Hold
203
– – ﹤0.01% 888
2017
Q2 		$5K Buy
+203
New +$5.06K ﹤0.01% 1060

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

OneDigital Investment Advisors's NI Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its NiSource (NI) stake by 0.11% in Q2 2026, selling an estimated $521 and leaving 9,836 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

OneDigital Investment Advisors first reported a position in NI in Q2 2017 and has held it in 14 quarters since. The position peaked at $504K in Q3 2025. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • OneDigital Investment Advisors held 9,836 shares of NiSource worth $468K as of Q2 2026.
  • OneDigital Investment Advisors sold 11 NiSource shares in Q2 2026, an estimated $521.
  • NiSource made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1064 holding.
  • OneDigital Investment Advisors first reported a position in NiSource in Q2 2017 and has held it in 14 quarters since.
  • OneDigital Investment Advisors's NiSource position peaked at $504K in Q3 2025.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.