Pathway Financial Advisers’s NiSource NI Stock Holding History

Pathway Financial Advisers’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	$469K	Buy	9,871 +25	+0.3%	+$1.18K	0.12%	133
2026 Q1	$459K	Buy	9,846 +262	+3%	+$11.8K	0.13%	127
2025 Q4	$400K	Buy	9,584 +16	+0.2%	+$684	0.12%	132
2025 Q3	$414K	Sell	9,568 -3,313	-26%	-$137K	0.12%	132
2025 Q2	$520K	Buy	12,881 +37	+0.3%	+$1.45K	0.17%	122
2025 Q1	$515K	Sell	12,844 -8,972	-41%	-$346K	0.18%	120
2024 Q4	$802K	Buy	21,816 +76	+0.3%	+$2.73K	0.27%	101
2024 Q3	$753K	Buy	21,740 +1,751	+9%	+$55.9K	0.34%	76
2024 Q2	$575K	Buy	19,989 +794	+4%	+$22.4K	0.21%	116
2024 Q1	$531K	Buy	19,195 +2,445	+15%	+$64.3K	0.19%	121
2023 Q4	$445K	Buy	16,750 +2,259	+16%	+$58.1K	0.17%	124
2023 Q3	$358K	Buy	+14,491	New	+$392K	0.15%	132
2023 Q1	$271K	Buy	9,687 +6,777	+233%	+$185K	0.11%	145
2022 Q4	$79.8K	Buy	+2,910	New	+$76.5K	0.03%	210

Other funds holding NI

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Pathway Financial Advisers's NI Position: Q2 2026 in Review

Pathway Financial Advisers increased its NiSource (NI) stake by 0.25% in Q2 2026, buying an estimated $1.18K and bringing the position to 9,871 shares worth $469K. The position accounts for 0.12% of the portfolio, ranked #133.

Pathway Financial Advisers first reported a position in NI in Q4 2022 and has held it in 14 quarters since. The position peaked at $802K in Q4 2024. 326 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Pathway Financial Advisers held 9,871 shares of NiSource worth $469K as of Q2 2026.
Pathway Financial Advisers bought 25 NiSource shares in Q2 2026, an estimated $1.18K.
NiSource made up 0.12% of Pathway Financial Advisers's portfolio in Q2 2026, its #133 holding.
Pathway Financial Advisers first reported a position in NiSource in Q4 2022 and has held it in 14 quarters since.
Pathway Financial Advisers's NiSource position peaked at $802K in Q4 2024.
326 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.