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Skyline Advisors’s NiSource NI Stock Holding History

Skyline Advisors’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
Q3 		$249K Hold
6,373
– – 0.08% 107
2026
Q2 		$303K Hold
6,373
– – 0.1% 98
2026
Q1 		$297K Hold
6,373
– – 0.1% 96
2025
Q4 		$266K Hold
6,373
– – 0.09% 83
2025
Q3 		$276K Hold
6,373
– – 0.1% 78
2025
Q2 		$257K Sell
6,373
-8
-0.1% -$314 0.1% 84
2025
Q1 		$256K Buy
6,381
+8
+0.1% +$308 0.1% 77
2024
Q4 		$234K Hold
6,373
– – 0.09% 84
2024
Q3 		$221K Buy
+6,373
New +$203K 0.09% 85

Other funds holding NI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Skyline Advisors's NI Position: Q3 2026 in Review

Skyline Advisors held its NiSource (NI) position steady in Q3 2026 at 6,373 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #107.

Skyline Advisors first reported a position in NI in Q3 2024 and has held it in 9 quarters since. The position peaked at $303K in Q2 2026. 620 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Skyline Advisors held 6,373 shares of NiSource worth $249K as of Q3 2026.
  • Skyline Advisors left its NiSource share count unchanged in Q3 2026.
  • NiSource made up 0.08% of Skyline Advisors's portfolio in Q3 2026, its #107 holding.
  • Skyline Advisors first reported a position in NiSource in Q3 2024 and has held it in 9 quarters since.
  • Skyline Advisors's NiSource position peaked at $303K in Q2 2026.
  • 620 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Skyline Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.