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West Branch Capital’s NiSource NI Stock Holding History

West Branch Capital’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 		$9.9K Buy
208
+1
+0.5% +$47 ﹤0.01% 234
2026
Q1 		$9.65K Sell
207
-399
-66% -$18K ﹤0.01% 229
2025
Q4 		$25.3K Buy
606
+2
+0.3% +$85 0.01% 177
2025
Q3 		$26.2K Buy
604
+1
+0.2% +$41 0.01% 188
2025
Q2 		$24.3K Buy
603
+2
+0.3% +$78 0.01% 196
2025
Q1 		$24.1K Buy
601
+1
+0.2% +$39 0.01% 203
2024
Q4 		$22.1K Buy
600
+200
+50% +$7.18K 0.01% 214
2024
Q3 		$13.9K Hold
400
– – ﹤0.01% 251
2024
Q2 		$11.5K Hold
400
– – ﹤0.01% 262
2024
Q1 		$11.1K Hold
400
– – ﹤0.01% 268
2023
Q4 		$10.6K Sell
400
-160
-29% -$4.11K 0.01% 272
2023
Q3 		$13.8K Hold
560
– – 0.01% 251
2023
Q2 		$15.3K Sell
560
-350
-38% -$9.71K 0.01% 248
2023
Q1 		$25.4K Hold
910
– – 0.01% 211
2022
Q4 		$25K Hold
910
– – 0.02% 208
2022
Q3 		$23K Hold
910
– – 0.01% 218
2022
Q2 		$27K Hold
910
– – 0.02% 208
2022
Q1 		$29K Sell
910
-640
-41% -$18.6K 0.01% 217
2021
Q4 		$43K Hold
1,550
– – 0.02% 208
2021
Q3 		$38K Hold
1,550
– – 0.02% 202
2021
Q2 		$38K Buy
+1,550
New +$39.4K 0.02% 212

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

West Branch Capital's NI Position: Q2 2026 in Review

West Branch Capital increased its NiSource (NI) stake by 0.48% in Q2 2026, buying an estimated $47 and bringing the position to 208 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

West Branch Capital first reported a position in NI in Q2 2021 and has held it in 21 quarters since. The position peaked at $43K in Q4 2021. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • West Branch Capital held 208 shares of NiSource worth $9.9K as of Q2 2026.
  • West Branch Capital bought 1 NiSource share in Q2 2026, an estimated $47.
  • NiSource made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #234 holding.
  • West Branch Capital first reported a position in NiSource in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's NiSource position peaked at $43K in Q4 2021.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.