Vestmark Advisory Solutions’s NiSource NI Stock Holding History

Vestmark Advisory Solutions’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	$1.44M	Sell	30,223 -1,693	-5%	-$80.1K	0.01%	854
2026 Q1	$1.49M	Buy	31,916 +3,000	+10%	+$135K	0.02%	744
2025 Q4	$1.21M	Buy	+28,916	New	+$1.24M	0.02%	743
2025 Q3	–	Sell	-24,637	Closed	-$994K	–	973
2025 Q2	$994K	Buy	24,637 +11,368	+86%	+$446K	0.01%	498
2025 Q1	$532K	Buy	13,269 +2,567	+24%	+$98.9K	0.01%	506
2024 Q4	$393K	Buy	10,702 +444	+4%	+$15.9K	0.01%	451
2024 Q3	$355K	Buy	10,258 +565	+6%	+$18K	0.01%	421
2024 Q2	$279K	Buy	9,693 +2,407	+33%	+$67.9K	0.01%	472
2024 Q1	$202K	Buy	+7,286	New	+$192K	0.01%	512
2021 Q1	–	Sell	-13,590	Closed	-$312K	–	738
2020 Q4	$312K	Buy	13,590 +258	+2%	+$6.03K	0.04%	462
2020 Q3	$293K	Sell	13,332 -89	-0.7%	-$2.07K	0.04%	433
2020 Q2	$305K	Buy	13,421 +2,022	+18%	+$48.8K	0.05%	404
2020 Q1	$285K	Buy	+11,399	New	+$315K	0.06%	374

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vestmark Advisory Solutions's NI Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its NiSource (NI) stake by 5.3% in Q2 2026, selling an estimated $80.1K and leaving 30,223 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #854.

Vestmark Advisory Solutions first reported a position in NI in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.49M in Q1 2026. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Vestmark Advisory Solutions held 30,223 shares of NiSource worth $1.44M as of Q2 2026.
Vestmark Advisory Solutions sold 1,693 NiSource shares in Q2 2026, an estimated $80.1K.
NiSource made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #854 holding.
Vestmark Advisory Solutions first reported a position in NiSource in Q1 2020 and has held it in 13 quarters since.
Vestmark Advisory Solutions's NiSource position peaked at $1.49M in Q1 2026.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.