Swiss Life Asset Management’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 | $4.06M | Sell |
85,448
-19,874
| -19% | -$940K | 0.02% | 493 |
|
|
2026
Q1 | $5.47M | Buy |
105,322
+23,663
| +29% | +$1.07M | 0.03% | 399 |
|
|
2025
Q4 | $3.41M | Buy |
81,659
+10,844
| +15% | +$463K | 0.02% | 480 |
|
|
2025
Q3 | $3.07M | Buy |
70,815
+18,752
| +36% | +$776K | 0.02% | 499 |
|
|
2025
Q2 | $2.1M | Sell |
52,063
-13,406
| -20% | -$526K | 0.01% | 548 |
|
|
2025
Q1 | $2.62M | Sell |
65,469
-157,215
| -71% | -$6.06M | 0.02% | 444 |
|
|
2024
Q4 | $8.18M | Buy |
222,684
+111,004
| +99% | +$3.99M | 0.06% | 227 |
|
|
2024
Q3 | $3.87M | Sell |
111,680
-5,538
| -5% | -$177K | 0.04% | 287 |
|
|
2024
Q2 | $3.38M | Buy |
117,218
+45,463
| +63% | +$1.28M | 0.04% | 310 |
|
|
2024
Q1 | $1.98M | Sell |
71,755
-103,344
| -59% | -$2.72M | 0.03% | 338 |
|
|
2023
Q4 | $4.66M | Sell |
175,099
-45,981
| -21% | -$1.18M | 0.06% | 332 |
|
|
2023
Q3 | $5.45M | Buy |
221,080
+77,835
| +54% | +$2.1M | 0.08% | 273 |
|
|
2023
Q2 | $3.92M | Sell |
143,245
-115,719
| -45% | -$3.21M | 0.06% | 372 |
|
|
2023
Q1 | $7.24M | Sell |
258,964
-101,316
| -28% | -$2.77M | 0.11% | 236 |
|
|
2022
Q4 | $9.9M | Sell |
360,280
-1,372
| -0.4% | -$36.1K | 0.17% | 159 |
|
|
2022
Q3 | $9.11M | Buy |
361,652
+6,691
| +2% | +$197K | 0.16% | 160 |
|
|
2022
Q2 | $10.5M | Buy |
354,961
+178,368
| +101% | +$5.4M | 0.17% | 146 |
|
|
2022
Q1 | $5.61M | Buy |
176,593
+19,543
| +12% | +$567K | 0.08% | 270 |
|
|
2021
Q4 | $4.34M | Buy |
157,050
+41,452
| +36% | +$1.05M | 0.06% | 331 |
|
|
2021
Q3 | $2.8M | Buy |
115,598
+12,568
| +12% | +$313K | 0.04% | 380 |
|
|
2021
Q2 | $2.52M | Sell |
103,030
-7,520
| -7% | -$191K | 0.03% | 417 |
|
|
2021
Q1 | $2.66M | Sell |
110,550
-2,136
| -2% | -$48.2K | 0.04% | 395 |
|
|
2020
Q4 | $2.58M | Hold |
112,686
| – | – | 0.04% | 398 |
|
|
2020
Q3 | $2.47M | Buy |
112,686
+8,935
| +9% | +$207K | 0.04% | 304 |
|
|
2020
Q2 | $2.36M | Hold |
103,751
| – | – | 0.04% | 307 |
|
|
2020
Q1 | $2.6M | Buy |
103,751
+6,081
| +6% | +$168K | 0.05% | 242 |
|
|
2019
Q4 | $2.72M | Hold |
97,670
| – | – | 0.05% | 286 |
|
|
2019
Q3 | $2.92M | Sell |
97,670
-8,705
| -8% | -$255K | 0.04% | 257 |
|
|
2019
Q2 | $3.06M | Buy |
106,375
+88,688
| +501% | +$2.5M | 0.04% | 238 |
|
|
2019
Q1 | $507K | Buy |
+17,687
| New | +$477K | 0.01% | 419 |
|
|
2017
Q3 | – | Sell |
-54,590
| Closed | -$1.38M | – | 501 |
|
|
2017
Q2 | $1.38M | Buy |
54,590
+4,936
| +10% | +$123K | 0.04% | 243 |
|
|
2017
Q1 | $1.18M | Buy |
+49,654
| New | +$1.14M | 0.03% | 245 |
|
|
2016
Q2 | – | Sell |
-22,066
| Closed | -$520K | – | 361 |
|
|
2016
Q1 | $520K | Buy |
22,066
+2,902
| +15% | +$62.2K | 0.02% | 266 |
|
|
2015
Q4 | $374K | Buy |
+19,164
| New | +$369K | 0.02% | 258 |
|
Other funds holding NI
WHRC
N
Swiss Life Asset Management's NI Position: Q2 2026 in Review
Swiss Life Asset Management reduced its NiSource (NI) stake by 19% in Q2 2026, selling an estimated $940K and leaving 85,448 shares worth $4.06M. The position accounts for 0.02% of the portfolio, ranked #493.
Swiss Life Asset Management first reported a position in NI in Q4 2015 and has held it in 34 quarters since. The position peaked at $10.5M in Q2 2022. 642 funds tracked by Wall St. Rank hold NI as of Q2 2026.
- Swiss Life Asset Management held 85,448 shares of NiSource worth $4.06M as of Q2 2026.
- Swiss Life Asset Management sold 19,874 NiSource shares in Q2 2026, an estimated $940K.
- NiSource made up 0.02% of Swiss Life Asset Management's portfolio in Q2 2026, its #493 holding.
- Swiss Life Asset Management first reported a position in NiSource in Q4 2015 and has held it in 34 quarters since.
- Swiss Life Asset Management's NiSource position peaked at $10.5M in Q2 2022.
- 642 funds tracked by Wall St. Rank held NiSource as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.