Probity Advisors
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Probity Advisors’s NiSource NI Stock Holding History

Probity 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
Q3 		– Sell
-4,724
Closed -$225K – 231
2026
Q2 		$225K Hold
4,724
– – 0.03% 224
2026
Q1 		$220K Buy
+4,724
New +$213K 0.03% 221
2025
Q4 		– Sell
-4,734
Closed -$205K – 241
2025
Q3 		$205K Buy
+4,734
New +$196K 0.03% 232

Other funds holding NI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Probity Advisors's NI Position: Q3 2026 in Review

Probity Advisors sold out of NiSource (NI) in Q3 2026, closing a stake of 4,724 shares — an estimated $225K sold.

Probity Advisors first reported a position in NI in Q3 2025 and held it in 3 quarters. The position peaked at $225K in Q2 2026. 418 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Probity Advisors reported no remaining NiSource position as of Q3 2026 after selling out during the quarter.
  • Probity Advisors sold 4,724 NiSource shares in Q3 2026, an estimated $225K.
  • Probity Advisors first reported a position in NiSource in Q3 2025 and held it in 3 quarters.
  • Probity Advisors's NiSource position peaked at $225K in Q2 2026.
  • 418 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Probity Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.