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&Partners’s NiSource NI Stock Holding History

&Partners’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 		$1.89M Buy
39,752
+788
+2% +$37.3K 0.01% 1060
2026
Q1 		$1.82M Sell
38,964
-4,541
-10% -$205K 0.01% 952
2025
Q4 		$1.82M Buy
43,505
+16,490
+61% +$704K 0.01% 916
2025
Q3 		$1.17M Buy
27,015
+1,097
+4% +$45.4K 0.01% 1011
2025
Q2 		$1.05M Sell
25,918
-240
-0.9% -$9.41K 0.01% 957
2025
Q1 		$1.04M Sell
26,158
-658
-2% -$25.3K 0.01% 809
2024
Q4 		$977K Buy
26,816
+9,496
+55% +$341K 0.01% 779
2024
Q3 		$601K Buy
+17,320
New +$553K 0.01% 778

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

&Partners's NI Position: Q2 2026 in Review

&Partners increased its NiSource (NI) stake by 2% in Q2 2026, buying an estimated $37.3K and bringing the position to 39,752 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #1060.

&Partners first reported a position in NI in Q3 2024 and has held it in 8 quarters since. 913 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • &Partners held 39,752 shares of NiSource worth $1.89M as of Q2 2026.
  • &Partners bought 788 NiSource shares in Q2 2026, an estimated $37.3K.
  • NiSource made up 0.01% of &Partners's portfolio in Q2 2026, its #1060 holding.
  • &Partners first reported a position in NiSource in Q3 2024 and has held it in 8 quarters since.
  • 913 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.