RWM
NI icon

Ritholtz Wealth Management’s NiSource NI Stock Holding History

Ritholtz Wealth Management’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 		$345K Buy
7,261
+485
+7% +$23K 0.01% 989
2026
Q1 		$316K Buy
6,776
+92
+1% +$4.14K 0.01% 955
2025
Q4 		$279K Buy
6,684
+12
+0.2% +$513 0.01% 926
2025
Q3 		$289K Buy
6,672
+1,120
+20% +$46.4K 0.01% 848
2025
Q2 		$224K Buy
5,552
+138
+3% +$5.41K ﹤0.01% 888
2025
Q1 		$217K Buy
+5,414
New +$209K 0.01% 843

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Ritholtz Wealth Management's NI Position: Q2 2026 in Review

Ritholtz Wealth Management increased its NiSource (NI) stake by 7.2% in Q2 2026, buying an estimated $23K and bringing the position to 7,261 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #989.

Ritholtz Wealth Management first reported a position in NI in Q1 2025 and has held it in 6 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Ritholtz Wealth Management held 7,261 shares of NiSource worth $345K as of Q2 2026.
  • Ritholtz Wealth Management bought 485 NiSource shares in Q2 2026, an estimated $23K.
  • NiSource made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #989 holding.
  • Ritholtz Wealth Management first reported a position in NiSource in Q1 2025 and has held it in 6 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.