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Smartleaf Asset Management’s NiSource NI Stock Holding History

Smartleaf 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 		$112K Hold
2,336
– – ﹤0.01% 1112
2026
Q1 		$109K Sell
2,336
-186
-7% -$8.38K ﹤0.01% 1073
2025
Q4 		$106K Buy
2,522
+139
+6% +$5.94K ﹤0.01% 1156
2025
Q3 		$103K Sell
2,383
-68
-3% -$2.81K 0.01% 1050
2025
Q2 		$98K Buy
2,451
+128
+6% +$5.02K 0.01% 874
2025
Q1 		$92.7K Buy
2,323
+50
+2% +$1.93K 0.01% 865
2024
Q4 		$83.4K Buy
2,273
+1,195
+111% +$42.9K 0.01% 926
2024
Q3 		$37.1K Buy
1,078
+756
+235% +$24.1K ﹤0.01% 1027
2024
Q2 		$9.34K Buy
322
+159
+98% +$4.49K ﹤0.01% 1449
2024
Q1 		$4.47K Buy
163
+145
+806% +$3.81K ﹤0.01% 1258
2023
Q4 		$477 Buy
+18
New +$463 ﹤0.01% 1077

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

Smartleaf Asset Management's NI Position: Q2 2026 in Review

Smartleaf Asset Management held its NiSource (NI) position steady in Q2 2026 at 2,336 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Smartleaf Asset Management first reported a position in NI in Q4 2023 and has held it in 11 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Smartleaf Asset Management held 2,336 shares of NiSource worth $112K as of Q2 2026.
  • Smartleaf Asset Management left its NiSource share count unchanged in Q2 2026.
  • NiSource made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1112 holding.
  • Smartleaf Asset Management first reported a position in NiSource in Q4 2023 and has held it in 11 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.