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Transamerica Financial Advisors’s NiSource NI Stock Holding History

Transamerica Financial 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 		$38.6K Buy
811
+220
+37% +$10.4K ﹤0.01% 741
2026
Q1 		$27.6K Buy
591
+306
+107% +$13.8K ﹤0.01% 754
2025
Q4 		$11.9K Buy
285
+74
+35% +$3.16K ﹤0.01% 820
2025
Q3 		$9.12K Buy
+211
New +$8.74K ﹤0.01% 747
2015
Q3 		– Sell
-46
Closed -$1K – 890
2015
Q2 		$1K Buy
+46
New +$819 ﹤0.01% 833

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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's NI Position: Q2 2026 in Review

Transamerica Financial Advisors increased its NiSource (NI) stake by 37% in Q2 2026, buying an estimated $10.4K and bringing the position to 811 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Transamerica Financial Advisors first reported a position in NI in Q2 2015 and has held it in 5 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Transamerica Financial Advisors held 811 shares of NiSource worth $38.6K as of Q2 2026.
  • Transamerica Financial Advisors bought 220 NiSource shares in Q2 2026, an estimated $10.4K.
  • NiSource made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #741 holding.
  • Transamerica Financial Advisors first reported a position in NiSource in Q2 2015 and has held it in 5 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.