West Paces Advisors’s NiSource NI Stock Holding History

West Paces 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	$7.46K	Buy	+157	New	+$7.43K	﹤0.01%	412
2025 Q1	–	Sell	-972	Closed	-$35.7K	–	574
2024 Q4	$35.7K	Hold	972	–	–	0.01%	259
2024 Q3	$33.7K	Sell	972 -100	-9%	-$3.19K	0.01%	263
2024 Q2	$30.9K	Hold	1,072	–	–	0.01%	260
2024 Q1	$29.7K	Hold	1,072	–	–	0.01%	274
2023 Q4	$28.5K	Hold	1,072	–	–	0.01%	273
2023 Q3	$26.5K	Hold	1,072	–	–	0.01%	273
2023 Q2	$29.3K	Hold	1,072	–	–	0.01%	271
2023 Q1	$30K	Hold	1,072	–	–	0.01%	266
2022 Q4	$29.4K	Hold	1,072	–	–	0.01%	260
2022 Q3	$27K	Hold	1,072	–	–	0.01%	254
2022 Q2	$31.6K	Buy	+1,072	New	+$32.5K	0.01%	256
2018 Q1	–	Sell	-56	Closed	-$1.44K	–	460
2017 Q4	$1.44K	Sell	56 -55	-50%	-$1.46K	﹤0.01%	461
2017 Q3	$2.84K	Hold	111	–	–	﹤0.01%	424
2017 Q2	$2.81K	Hold	111	–	–	﹤0.01%	429
2017 Q1	$2.64K	Sell	111 -35	-24%	-$801	﹤0.01%	434
2016 Q4	$3.23K	Buy	+146	New	+$3.25K	﹤0.01%	445

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 $3.38T AUM 44.17% 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

West Paces Advisors's NI Position: Q2 2026 in Review

West Paces Advisors opened a new position in NiSource (NI) in Q2 2026: 157 shares worth $7.46K. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in NI as recently as Q4 2024.

West Paces Advisors first reported a position in NI in Q4 2016 and has held it in 17 quarters since. The position peaked at $35.7K in Q4 2024. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

West Paces Advisors held 157 shares of NiSource worth $7.46K as of Q2 2026.
NiSource was a new West Paces Advisors position in Q2 2026.
NiSource made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #412 holding.
West Paces Advisors first reported a position in NiSource in Q4 2016 and has held it in 17 quarters since.
West Paces Advisors's NiSource position peaked at $35.7K in Q4 2024.
916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.