Spirit of America Management Corp’s NiSource NI Stock Holding History

Spirit of America Management Corp’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	$1.83M	Buy	38,550 +1,250	+3%	+$59.2K	0.35%	84
2026 Q1	$1.74M	Buy	37,300 +1,800	+5%	+$81.1K	0.34%	88
2025 Q4	$1.48M	Buy	35,500 +3,000	+9%	+$128K	0.31%	91
2025 Q3	$1.41M	Buy	32,500 +3,900	+14%	+$161K	0.28%	97
2025 Q2	$1.15M	Buy	28,600 +3,250	+13%	+$127K	0.24%	111
2025 Q1	$1.02M	Buy	25,350 +1,600	+7%	+$61.6K	0.21%	115
2024 Q4	$873K	Buy	23,750 +2,000	+9%	+$71.8K	0.18%	125
2024 Q3	$754K	Buy	21,750 +750	+4%	+$23.9K	0.15%	132
2024 Q2	$605K	Buy	21,000 +2,000	+11%	+$56.4K	0.12%	143
2024 Q1	$526K	Buy	19,000 +2,000	+12%	+$52.6K	0.11%	152
2023 Q4	$451K	Buy	17,000 +500	+3%	+$12.9K	0.1%	166
2023 Q3	$407K	Buy	16,500 +7,600	+85%	+$205K	0.09%	154
2023 Q2	$243K	Buy	8,900 +6,400	+256%	+$178K	0.05%	185
2023 Q1	$69.9K	Buy	+2,500	New	+$68.4K	0.02%	218

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Spirit of America Management Corp's NI Position: Q2 2026 in Review

Spirit of America Management Corp increased its NiSource (NI) stake by 3.4% in Q2 2026, buying an estimated $59.2K and bringing the position to 38,550 shares worth $1.83M. The position accounts for 0.35% of the portfolio, ranked #84.

Spirit of America Management Corp first reported a position in NI in Q1 2023 and has held it in 14 quarters since. 567 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Spirit of America Management Corp held 38,550 shares of NiSource worth $1.83M as of Q2 2026.
Spirit of America Management Corp bought 1,250 NiSource shares in Q2 2026, an estimated $59.2K.
NiSource made up 0.35% of Spirit of America Management Corp's portfolio in Q2 2026, its #84 holding.
Spirit of America Management Corp first reported a position in NiSource in Q1 2023 and has held it in 14 quarters since.
567 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.