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Silver Oak Securities’s NiSource NI Stock Holding History

Silver Oak Securities’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 		$617K Buy
12,966
+992
+8% +$46.9K 0.04% 410
2026
Q1 		$559K Buy
11,974
+603
+5% +$27.2K 0.04% 395
2025
Q4 		$478K Buy
11,371
+3,379
+42% +$144K 0.03% 472
2025
Q3 		$346K Buy
7,992
+421
+6% +$17.4K 0.03% 537
2025
Q2 		$305K Sell
7,571
-1,064
-12% -$41.7K 0.02% 535
2025
Q1 		$345K Buy
+8,635
New +$333K 0.03% 468

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

Silver Oak Securities's NI Position: Q2 2026 in Review

Silver Oak Securities increased its NiSource (NI) stake by 8.3% in Q2 2026, buying an estimated $46.9K and bringing the position to 12,966 shares worth $617K. The position accounts for 0.04% of the portfolio, ranked #410.

Silver Oak Securities 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.

  • Silver Oak Securities held 12,966 shares of NiSource worth $617K as of Q2 2026.
  • Silver Oak Securities bought 992 NiSource shares in Q2 2026, an estimated $46.9K.
  • NiSource made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #410 holding.
  • Silver Oak Securities 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 Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.