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Prudent Man Advisors’s NiSource NI Stock Holding History

Prudent Man 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 		$612K Buy
12,881
+1,376
+12% +$65.1K 0.14% 110
2026
Q1 		$537K Buy
11,505
+3,742
+48% +$169K 0.16% 108
2025
Q4 		$324K Hold
7,763
– – 0.12% 119
2025
Q3 		$336K Sell
7,763
-9,506
-55% -$394K 0.12% 114
2025
Q2 		$697K Buy
17,269
+30
+0.2% +$1.18K 0.22% 102
2025
Q1 		$691K Buy
17,239
+464
+3% +$17.9K 0.25% 95
2024
Q4 		$617K Sell
16,775
-2,312
-12% -$83K 0.22% 100
2024
Q3 		$661K Sell
19,087
-6,080
-24% -$194K 0.22% 111
2024
Q2 		$725K Buy
25,167
+845
+3% +$23.8K 0.26% 95
2024
Q1 		$673K Buy
+24,322
New +$639K 0.25% 96

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

Prudent Man Advisors's NI Position: Q2 2026 in Review

Prudent Man Advisors increased its NiSource (NI) stake by 12% in Q2 2026, buying an estimated $65.1K and bringing the position to 12,881 shares worth $612K. The position accounts for 0.14% of the portfolio, ranked #110.

Prudent Man Advisors first reported a position in NI in Q1 2024 and has held it in 10 quarters since. The position peaked at $725K in Q2 2024. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Prudent Man Advisors held 12,881 shares of NiSource worth $612K as of Q2 2026.
  • Prudent Man Advisors bought 1,376 NiSource shares in Q2 2026, an estimated $65.1K.
  • NiSource made up 0.14% of Prudent Man Advisors's portfolio in Q2 2026, its #110 holding.
  • Prudent Man Advisors first reported a position in NiSource in Q1 2024 and has held it in 10 quarters since.
  • Prudent Man Advisors's NiSource position peaked at $725K in Q2 2024.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.