Steward Partners Investment Advisory’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.51M | Buy |
31,845
+24,140
| +313% | +$1.14M | 0.01% | 1062 |
|
|
2026
Q1 | $360K | Buy |
7,705
+939
| +14% | +$42.3K | ﹤0.01% | 1699 |
|
|
2025
Q4 | $283K | Buy |
6,766
+305
| +5% | +$13K | ﹤0.01% | 1743 |
|
|
2025
Q3 | $280K | Buy |
6,461
+3,201
| +98% | +$133K | ﹤0.01% | 1693 |
|
|
2025
Q2 | $132K | Buy |
3,260
+459
| +16% | +$18K | ﹤0.01% | 1955 |
|
|
2025
Q1 | $112K | Buy |
2,801
+340
| +14% | +$13.1K | ﹤0.01% | 1948 |
|
|
2024
Q4 | $90.5K | Sell |
2,461
-42
| -2% | -$1.51K | ﹤0.01% | 2033 |
|
|
2024
Q3 | $86.7K | Sell |
2,503
-871
| -26% | -$27.8K | ﹤0.01% | 1951 |
|
|
2024
Q2 | $97.2K | Buy |
3,374
+225
| +7% | +$6.35K | ﹤0.01% | 1795 |
|
|
2024
Q1 | $87.1K | Buy |
3,149
+1,374
| +77% | +$36.1K | ﹤0.01% | 1838 |
|
|
2023
Q4 | $47.1K | Sell |
1,775
-916
| -34% | -$23.5K | ﹤0.01% | 2023 |
|
|
2023
Q3 | $66.4K | Buy |
2,691
+119
| +5% | +$3.22K | ﹤0.01% | 1774 |
|
|
2023
Q2 | $70.3K | Buy |
2,572
+687
| +36% | +$19.1K | ﹤0.01% | 1741 |
|
|
2023
Q1 | $52.7K | Buy |
1,885
+169
| +10% | +$4.62K | ﹤0.01% | 1844 |
|
|
2022
Q4 | $47K | Buy |
1,716
+107
| +7% | +$2.81K | ﹤0.01% | 1861 |
|
|
2022
Q3 | $41K | Sell |
1,609
-1
| -0.1% | -$29 | ﹤0.01% | 1884 |
|
|
2022
Q2 | $47K | Buy |
1,610
+1
| +0.1% | +$30 | ﹤0.01% | 1841 |
|
|
2022
Q1 | $51K | Hold |
1,609
| – | – | ﹤0.01% | 1904 |
|
|
2021
Q4 | $44K | Hold |
1,609
| – | – | ﹤0.01% | 1981 |
|
|
2021
Q3 | $39K | Buy |
1,609
+32
| +2% | +$798 | ﹤0.01% | 2012 |
|
|
2021
Q2 | $39K | Sell |
1,577
-50
| -3% | -$1.27K | ﹤0.01% | 3820 |
|
|
2021
Q1 | $39.2K | Sell |
1,627
-334
| -17% | -$7.53K | ﹤0.01% | 2108 |
|
|
2020
Q4 | $45K | Sell |
1,961
-187
| -9% | -$4.37K | ﹤0.01% | 1715 |
|
|
2020
Q3 | $47K | Buy |
2,148
+187
| +10% | +$4.34K | ﹤0.01% | 1527 |
|
|
2020
Q2 | $45K | Buy |
1,961
+188
| +11% | +$4.54K | ﹤0.01% | 1457 |
|
|
2020
Q1 | $44K | Sell |
1,773
-311
| -15% | -$8.6K | ﹤0.01% | 1314 |
|
|
2019
Q4 | $58K | Sell |
2,084
-459
| -18% | -$12.6K | ﹤0.01% | 1337 |
|
|
2019
Q3 | $76K | Buy |
2,543
+300
| +13% | +$8.8K | ﹤0.01% | 1193 |
|
|
2019
Q2 | $64K | Buy |
+2,243
| New | +$63.2K | ﹤0.01% | 1247 |
|
|
2018
Q4 | – | Sell |
-445
| Closed | -$11K | – | 1653 |
|
|
2018
Q3 | $11K | Buy |
+445
| New | +$11.8K | ﹤0.01% | 1841 |
|
|
2017
Q1 | – | Sell |
-25
| Closed | – | – | 1545 |
|
|
2016
Q4 | $0 | Buy |
+25
| New | +$556 | ﹤0.01% | 881 |
|
Other funds holding NI
Steward Partners Investment Advisory's NI Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its NiSource (NI) stake by 313% in Q2 2026, buying an estimated $1.14M and bringing the position to 31,845 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #1062.
Steward Partners Investment Advisory first reported a position in NI in Q4 2016 and has held it in 31 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.
- Steward Partners Investment Advisory held 31,845 shares of NiSource worth $1.51M as of Q2 2026.
- Steward Partners Investment Advisory bought 24,140 NiSource shares in Q2 2026, an estimated $1.14M.
- NiSource made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1062 holding.
- Steward Partners Investment Advisory first reported a position in NiSource in Q4 2016 and has held it in 31 quarters since.
- 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.