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VELA Investment Management’s NiSource NI Stock Holding History

VELA Investment Management’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 		$1.35M Sell
28,463
-568
-2% -$26.9K 0.29% 98
2026
Q1 		$1.35M Buy
29,031
+5,274
+22% +$238K 0.31% 96
2025
Q4 		$992K Buy
+23,757
New +$1.01M 0.23% 121

Other funds holding NI

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VELA Investment Management's NI Position: Q2 2026 in Review

VELA Investment Management reduced its NiSource (NI) stake by 2% in Q2 2026, selling an estimated $26.9K and leaving 28,463 shares worth $1.35M. The position accounts for 0.29% of the portfolio, ranked #98.

VELA Investment Management first reported a position in NI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.35M in Q1 2026. 339 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • VELA Investment Management held 28,463 shares of NiSource worth $1.35M as of Q2 2026.
  • VELA Investment Management sold 568 NiSource shares in Q2 2026, an estimated $26.9K.
  • NiSource made up 0.29% of VELA Investment Management's portfolio in Q2 2026, its #98 holding.
  • VELA Investment Management first reported a position in NiSource in Q4 2025 and has held it in 3 quarters since.
  • VELA Investment Management's NiSource position peaked at $1.35M in Q1 2026.
  • 339 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.