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SVB Wealth’s NiSource NI Stock Holding History

SVB Wealth’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 		$687K Sell
14,452
-1,366
-9% -$64.6K 0.04% 235
2026
Q1 		$738K Sell
15,818
-6,552
-29% -$295K 0.05% 218
2025
Q4 		$934K Sell
22,370
-43,049
-66% -$1.84M 0.06% 215
2025
Q3 		$2.83M Sell
65,419
-17,154
-21% -$710K 0.15% 123
2025
Q2 		$3.33M Buy
82,573
+7,468
+10% +$293K 0.18% 118
2025
Q1 		$3.01M Buy
75,105
+57,705
+332% +$2.22M 0.12% 92
2024
Q4 		$640K Buy
+17,400
New +$625K 0.01% 385

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

SVB Wealth's NI Position: Q2 2026 in Review

SVB Wealth reduced its NiSource (NI) stake by 8.6% in Q2 2026, selling an estimated $64.6K and leaving 14,452 shares worth $687K. The position accounts for 0.04% of the portfolio, ranked #235.

SVB Wealth first reported a position in NI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.33M in Q2 2025. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • SVB Wealth held 14,452 shares of NiSource worth $687K as of Q2 2026.
  • SVB Wealth sold 1,366 NiSource shares in Q2 2026, an estimated $64.6K.
  • NiSource made up 0.04% of SVB Wealth's portfolio in Q2 2026, its #235 holding.
  • SVB Wealth first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
  • SVB Wealth's NiSource position peaked at $3.33M in Q2 2025.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.