Pathway Financial Advisors’s NiSource NI Stock Holding History

Pathway Financial 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	–	Sell	-4,987	Closed	-$237K	–	137
2026 Q1	$237K	Hold	4,987	–	–	0.03%	123
2025 Q4	$209K	Hold	4,987	–	–	0.03%	142
2025 Q3	$216K	Buy	+4,987	New	+$206K	0.03%	136

Other funds holding NI

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

Assenagon Asset Management

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

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

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

Pathway Financial Advisors sold out of NiSource (NI) in Q2 2026, closing a stake of 4,987 shares — an estimated $237K sold.

Pathway Financial Advisors first reported a position in NI in Q3 2025 and held it in 3 quarters. The position peaked at $237K in Q1 2026. 108 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Pathway Financial Advisors reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
Pathway Financial Advisors sold 4,987 NiSource shares in Q2 2026, an estimated $237K.
Pathway Financial Advisors first reported a position in NiSource in Q3 2025 and held it in 3 quarters.
Pathway Financial Advisors's NiSource position peaked at $237K in Q1 2026.
108 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.