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Principal Securities’s NiSource NI Stock Holding History

Principal Securities’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 		$239K Buy
5,036
+426
+9% +$20.2K ﹤0.01% 1437
2026
Q1 		$215K Buy
+4,610
New +$208K ﹤0.01% 1356
2025
Q4 		– Sell
-4,592
Closed -$199K – 2742
2025
Q3 		$199K Sell
4,592
-549
-11% -$22.7K ﹤0.01% 1283
2025
Q2 		$207K Buy
5,141
+759
+17% +$29.8K ﹤0.01% 1223
2025
Q1 		$161K Hold
4,382
– – ﹤0.01% 1223
2024
Q4 		$161K Buy
4,382
+1,531
+54% +$55K ﹤0.01% 1221
2024
Q3 		$98.8K Buy
2,851
+517
+22% +$16.5K ﹤0.01% 1400
2024
Q2 		$67.2K Buy
2,334
+109
+5% +$3.08K ﹤0.01% 1478
2024
Q1 		$61.5K Buy
2,225
+355
+19% +$9.33K ﹤0.01% 1479
2023
Q4 		$49.6K Buy
+1,870
New +$48.1K ﹤0.01% 1491

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

Principal Securities's NI Position: Q2 2026 in Review

Principal Securities increased its NiSource (NI) stake by 9.2% in Q2 2026, buying an estimated $20.2K and bringing the position to 5,036 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Principal Securities first reported a position in NI in Q4 2023 and has held it in 10 quarters since. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Principal Securities held 5,036 shares of NiSource worth $239K as of Q2 2026.
  • Principal Securities bought 426 NiSource shares in Q2 2026, an estimated $20.2K.
  • NiSource made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1437 holding.
  • Principal Securities first reported a position in NiSource in Q4 2023 and has held it in 10 quarters since.
  • 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.