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Wellington-Altus USA’s NiSource NI Stock Holding History

Wellington-Altus USA’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 		$17.6K Hold
377
– – 0.01% 518
2026
Q1 		$17.9K Sell
377
-412
-52% -$18.6K 0.01% 536
2025
Q4 		$32.9K Buy
+789
New +$33.7K 0.02% 377

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
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

Wellington-Altus USA's NI Position: Q2 2026 in Review

Wellington-Altus USA held its NiSource (NI) position steady in Q2 2026 at 377 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #518.

Wellington-Altus USA first reported a position in NI in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.9K in Q4 2025. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Wellington-Altus USA held 377 shares of NiSource worth $17.6K as of Q2 2026.
  • Wellington-Altus USA left its NiSource share count unchanged in Q2 2026.
  • NiSource made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #518 holding.
  • Wellington-Altus USA first reported a position in NiSource in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's NiSource position peaked at $32.9K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.