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Rossby Financial’s NiSource NI Stock Holding History

Rossby 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 		$48.1K Sell
1,011
-681
-40% -$32.2K 0.01% 705
2026
Q1 		$79.4K Buy
1,692
+139
+9% +$6.26K 0.02% 604
2025
Q4 		$64.9K Buy
1,553
+863
+125% +$36.9K 0.02% 499
2025
Q3 		$29.7K Sell
690
-15
-2% -$621 0.01% 634
2025
Q2 		$28.4K Sell
705
-1,050
-60% -$41.2K 0.01% 594
2025
Q1 		$69.2K Buy
+1,755
New +$67.6K 0.03% 410

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

Rossby Financial's NI Position: Q2 2026 in Review

Rossby Financial reduced its NiSource (NI) stake by 40% in Q2 2026, selling an estimated $32.2K and leaving 1,011 shares worth $48.1K. The position accounts for 0.01% of the portfolio, ranked #705.

Rossby Financial first reported a position in NI in Q1 2025 and has held it in 6 quarters since. The position peaked at $79.4K in Q1 2026. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Rossby Financial held 1,011 shares of NiSource worth $48.1K as of Q2 2026.
  • Rossby Financial sold 681 NiSource shares in Q2 2026, an estimated $32.2K.
  • NiSource made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #705 holding.
  • Rossby Financial first reported a position in NiSource in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's NiSource position peaked at $79.4K in Q1 2026.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.