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SBI Okasan Asset Management’s NiSource NI Stock Holding History

SBI Okasan Asset 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 		$689K Sell
14,300
-1,200
-8% -$56.8K 0.02% 177
2026
Q1 		$721K Hold
15,500
– – 0.03% 150
2025
Q4 		$650K Buy
+15,500
New +$662K 0.04% 168

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

SBI Okasan Asset Management's NI Position: Q2 2026 in Review

SBI Okasan Asset Management reduced its NiSource (NI) stake by 7.7% in Q2 2026, selling an estimated $56.8K and leaving 14,300 shares worth $689K. The position accounts for 0.02% of the portfolio, ranked #177.

SBI Okasan Asset Management first reported a position in NI in Q4 2025 and has held it in 3 quarters since. The position peaked at $721K in Q1 2026. 913 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • SBI Okasan Asset Management held 14,300 shares of NiSource worth $689K as of Q2 2026.
  • SBI Okasan Asset Management sold 1,200 NiSource shares in Q2 2026, an estimated $56.8K.
  • NiSource made up 0.02% of SBI Okasan Asset Management's portfolio in Q2 2026, its #177 holding.
  • SBI Okasan Asset Management first reported a position in NiSource in Q4 2025 and has held it in 3 quarters since.
  • SBI Okasan Asset Management's NiSource position peaked at $721K in Q1 2026.
  • 913 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.