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PDS Planning’s NiSource NI Stock Holding History

PDS Planning’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 		$316K Buy
6,649
+541
+9% +$25.6K 0.02% 412
2026
Q1 		$285K Buy
6,108
+47
+0.8% +$2.12K 0.02% 407
2025
Q4 		$253K Buy
6,061
+18
+0.3% +$769 0.02% 432
2025
Q3 		$262K Buy
6,043
+19
+0.3% +$787 0.02% 417
2025
Q2 		$243K Buy
6,024
+199
+3% +$7.8K 0.02% 421
2025
Q1 		$234K Buy
5,825
+89
+2% +$3.43K 0.02% 391
2024
Q4 		$211K Sell
5,736
-1,827
-24% -$65.6K 0.02% 391
2024
Q3 		$262K Buy
7,563
+75
+1% +$2.39K 0.02% 337
2024
Q2 		$216K Buy
7,488
+25
+0.3% +$705 0.02% 342
2024
Q1 		$206K Sell
7,463
-1,188
-14% -$31.2K 0.02% 354
2023
Q4 		$230K Sell
8,651
-209
-2% -$5.37K 0.03% 299
2023
Q3 		$219K Buy
8,860
+271
+3% +$7.32K 0.03% 283
2023
Q2 		$235K Buy
8,589
+69
+0.8% +$1.92K 0.03% 260
2023
Q1 		$238K Sell
8,520
-8,891
-51% -$243K 0.03% 238
2022
Q4 		$477K Buy
17,411
+64
+0.4% +$1.68K 0.08% 98
2022
Q3 		$437K Sell
17,347
-13
-0.1% -$383 0.08% 93
2022
Q2 		$512K Buy
17,360
+1,903
+12% +$57.6K 0.09% 92
2022
Q1 		$492K Buy
15,457
+1,053
+7% +$30.6K 0.09% 93
2021
Q4 		$398K Sell
14,404
-378
-3% -$9.62K 0.08% 108
2021
Q3 		$358K Buy
14,782
+21
+0.1% +$524 0.08% 115
2021
Q2 		$362K Sell
14,761
-20
-0.1% -$509 0.09% 111
2021
Q1 		$356K Buy
14,781
+2,345
+19% +$52.9K 0.1% 103
2020
Q4 		$285K Sell
12,436
-50
-0.4% -$1.17K 0.1% 112
2020
Q3 		$275K Sell
12,486
-65
-0.5% -$1.51K 0.11% 102
2020
Q2 		$285K Sell
12,551
-207
-2% -$4.99K 0.13% 92
2020
Q1 		$319K Hold
12,758
– – 0.2% 69
2019
Q4 		$355K Buy
+12,758
New +$350K 0.22% 66

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

PDS Planning's NI Position: Q2 2026 in Review

PDS Planning increased its NiSource (NI) stake by 8.9% in Q2 2026, buying an estimated $25.6K and bringing the position to 6,649 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #412.

PDS Planning first reported a position in NI in Q4 2019 and has held it in 27 quarters since. The position peaked at $512K in Q2 2022. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • PDS Planning held 6,649 shares of NiSource worth $316K as of Q2 2026.
  • PDS Planning bought 541 NiSource shares in Q2 2026, an estimated $25.6K.
  • NiSource made up 0.02% of PDS Planning's portfolio in Q2 2026, its #412 holding.
  • PDS Planning first reported a position in NiSource in Q4 2019 and has held it in 27 quarters since.
  • PDS Planning's NiSource position peaked at $512K in Q2 2022.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.