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Summit Trail Advisors’s NiSource NI Stock Holding History

Summit Trail Advisors’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 		$2.07M Buy
43,465
+15,582
+56% +$737K 0.03% 594
2026
Q1 		$1.3M Sell
27,883
-8,613
-24% -$388K 0.02% 804
2025
Q4 		$1.52M Buy
36,496
+10,324
+39% +$441K 0.03% 578
2025
Q3 		$1.13M Buy
26,172
+8,435
+48% +$349K 0.02% 758
2025
Q2 		$716K Buy
+17,737
New +$695K 0.01% 589
2018
Q1 		– Sell
-1,094
Closed -$27K – 1241
2017
Q4 		$27K Buy
+1,094
New +$29K ﹤0.01% 966

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 Trail Advisors's NI Position: Q2 2026 in Review

Summit Trail Advisors increased its NiSource (NI) stake by 56% in Q2 2026, buying an estimated $737K and bringing the position to 43,465 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #594.

Summit Trail Advisors first reported a position in NI in Q4 2017 and has held it in 6 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Summit Trail Advisors held 43,465 shares of NiSource worth $2.07M as of Q2 2026.
  • Summit Trail Advisors bought 15,582 NiSource shares in Q2 2026, an estimated $737K.
  • NiSource made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #594 holding.
  • Summit Trail Advisors first reported a position in NiSource in Q4 2017 and has held it in 6 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.