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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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Smartleaf Asset Management's NI Position: Q1 2026 in Review

Smartleaf Asset Management reduced its NiSource (NI) stake by 7.4% in Q1 2026, selling an estimated $8.38K and leaving 2,336 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Smartleaf Asset Management first reported a position in NI in Q4 2023 and has held it in 10 quarters since. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Smartleaf Asset Management held 2,336 shares of NiSource worth $109K as of Q1 2026.
  • Smartleaf Asset Management sold 186 NiSource shares in Q1 2026, an estimated $8.38K.
  • NiSource made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1073 holding.
  • Smartleaf Asset Management first reported a position in NiSource in Q4 2023 and has held it in 10 quarters since.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.