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Royal Fund Management’s NiSource NI Stock Holding History

Royal Fund 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 		$406K Sell
8,530
-68,000
-89% -$3.22M 0.03% 227
2026
Q1 		$3.57M Buy
+76,530
New +$3.45M 0.34% 103

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

Royal Fund Management's NI Position: Q2 2026 in Review

Royal Fund Management reduced its NiSource (NI) stake by 89% in Q2 2026, selling an estimated $3.22M and leaving 8,530 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #227.

Royal Fund Management first reported a position in NI in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.57M in Q1 2026. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Royal Fund Management held 8,530 shares of NiSource worth $406K as of Q2 2026.
  • Royal Fund Management sold 68,000 NiSource shares in Q2 2026, an estimated $3.22M.
  • NiSource made up 0.03% of Royal Fund Management's portfolio in Q2 2026, its #227 holding.
  • Royal Fund Management first reported a position in NiSource in Q1 2026 and has held it in 2 quarters since.
  • Royal Fund Management's NiSource position peaked at $3.57M in Q1 2026.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.