PA
NI icon

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
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

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Probity Advisors's NI Position: Q2 2026 in Review

Probity Advisors held its NiSource (NI) position steady in Q2 2026 at 4,724 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #224.

Probity Advisors first reported a position in NI in Q3 2025 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Probity Advisors held 4,724 shares of NiSource worth $225K as of Q2 2026.
  • Probity Advisors left its NiSource share count unchanged in Q2 2026.
  • NiSource made up 0.03% of Probity Advisors's portfolio in Q2 2026, its #224 holding.
  • Probity Advisors first reported a position in NiSource in Q3 2025 and has held it in 3 quarters since.
  • 375 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.