WestEnd Advisors’s NiSource NI Stock Holding History

WestEnd 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	$1.05K	Buy	22 +2	+10%	+$95	﹤0.01%	275
2026 Q1	$933	Hold	20	–	–	﹤0.01%	242
2025 Q4	$835	Sell	20 -2	-9%	-$85	﹤0.01%	257
2025 Q3	$953	Buy	+22	New	+$911	﹤0.01%	236
2024 Q4	–	Sell	-6	Closed	-$208	–	388
2024 Q3	$208	Sell	6 -1	-14%	-$32	﹤0.01%	287
2024 Q2	$202	Buy	7 +1	+17%	+$28	﹤0.01%	266
2024 Q1	$166	Hold	6	–	–	﹤0.01%	263
2023 Q4	$159	Sell	6 -5	-45%	-$129	﹤0.01%	250
2023 Q3	$271	Buy	+11	New	+$297	﹤0.01%	204
2023 Q1	–	Sell	-9	Closed	-$246	–	212
2022 Q4	$247	Buy	9 +3	+50%	+$79	﹤0.01%	205
2022 Q3	$0	Buy	6 +2	+50%	+$59	﹤0.01%	272
2022 Q2	$117	Buy	+4	New	+$121	﹤0.01%	257

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

WestEnd Advisors's NI Position: Q2 2026 in Review

WestEnd Advisors increased its NiSource (NI) stake by 10% in Q2 2026, buying an estimated $95 and bringing the position to 22 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

WestEnd Advisors first reported a position in NI in Q2 2022 and has held it in 12 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

WestEnd Advisors held 22 shares of NiSource worth $1.05K as of Q2 2026.
WestEnd Advisors bought 2 NiSource shares in Q2 2026, an estimated $95.
NiSource made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #275 holding.
WestEnd Advisors first reported a position in NiSource in Q2 2022 and has held it in 12 quarters since.
914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.