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Summit Securities Group’s NiSource NI Stock Holding History

Summit Securities Group’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 		$5.28K Buy
111
+32
+41% +$1.51K ﹤0.01% 966
2026
Q1 		$3.69K Sell
79
-629
-89% -$28.3K ﹤0.01% 852
2025
Q4 		$29.6K Sell
708
-104
-13% -$4.44K ﹤0.01% 728
2025
Q3 		$35.2K Buy
812
+495
+156% +$20.5K 0.01% 650
2025
Q2 		$12.8K Buy
+317
New +$12.4K ﹤0.01% 834
2023
Q3 		– Sell
-539
Closed -$15K – 879
2023
Q2 		$15K Sell
539
-258
-32% -$7.16K ﹤0.01% 710
2023
Q1 		$22K Buy
797
+386
+94% +$10.6K ﹤0.01% 613
2022
Q4 		$11K Sell
411
-967
-70% -$25.4K ﹤0.01% 1020
2022
Q3 		$35K Buy
1,378
+528
+62% +$15.6K ﹤0.01% 661
2022
Q2 		$25K Buy
850
+689
+428% +$20.9K ﹤0.01% 725
2022
Q1 		$5K Buy
+161
New +$4.67K ﹤0.01% 977
2015
Q2 		– Sell
-2,316
Closed -$40K – 554
2015
Q1 		$40K Buy
+2,316
New +$39.3K 0.03% 201

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

Summit Securities Group's NI Position: Q2 2026 in Review

Summit Securities Group increased its NiSource (NI) stake by 41% in Q2 2026, buying an estimated $1.51K and bringing the position to 111 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Summit Securities Group first reported a position in NI in Q1 2015 and has held it in 12 quarters since. The position peaked at $40K in Q1 2015. 910 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Summit Securities Group held 111 shares of NiSource worth $5.28K as of Q2 2026.
  • Summit Securities Group bought 32 NiSource shares in Q2 2026, an estimated $1.51K.
  • NiSource made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #966 holding.
  • Summit Securities Group first reported a position in NiSource in Q1 2015 and has held it in 12 quarters since.
  • Summit Securities Group's NiSource position peaked at $40K in Q1 2015.
  • 910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.