Raymond James Financial
NI icon

Raymond James Financial’s NiSource NI Stock Holding History

Raymond James Financial’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 		$22.2M Sell
466,182
-29,312
-6% -$1.39M 0.01% 1482
2026
Q1 		$23.1M Buy
495,494
+45,920
+10% +$2.07M 0.01% 1358
2025
Q4 		$18.8M Buy
449,574
+13,582
+3% +$580K 0.01% 1490
2025
Q3 		$18.9M Buy
435,992
+6,785
+2% +$281K 0.01% 1450
2025
Q2 		$17.3M Sell
429,207
-21,905
-5% -$859K 0.01% 1481
2025
Q1 		$18.1M Buy
451,112
+28,851
+7% +$1.11M 0.01% 1385
2024
Q4 		$15.5M Buy
+422,261
New +$15.2M 0.01% 1501

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 $3.38T AUM 44.17% 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

Raymond James Financial's NI Position: Q2 2026 in Review

Raymond James Financial reduced its NiSource (NI) stake by 5.9% in Q2 2026, selling an estimated $1.39M and leaving 466,182 shares worth $22.2M. The position accounts for 0.01% of the portfolio, ranked #1482.

Raymond James Financial first reported a position in NI in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.1M in Q1 2026. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Raymond James Financial held 466,182 shares of NiSource worth $22.2M as of Q2 2026.
  • Raymond James Financial sold 29,312 NiSource shares in Q2 2026, an estimated $1.39M.
  • NiSource made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1482 holding.
  • Raymond James Financial first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's NiSource position peaked at $23.1M in Q1 2026.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.