WA
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Westfuller Advisors’s NiSource NI Stock Holding History

Westfuller 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 		$179K Sell
3,764
-7
-0.2% -$331 0.07% 158
2026
Q1 		$176K Buy
3,771
+24
+0.6% +$1.08K 0.08% 142
2025
Q4 		$156K Sell
3,747
-177
-5% -$7.56K 0.06% 173
2025
Q3 		$170K Buy
+3,924
New +$162K 0.08% 162

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

Westfuller Advisors's NI Position: Q2 2026 in Review

Westfuller Advisors reduced its NiSource (NI) stake by 0.19% in Q2 2026, selling an estimated $331 and leaving 3,764 shares worth $179K. The position accounts for 0.07% of the portfolio, ranked #158.

Westfuller Advisors first reported a position in NI in Q3 2025 and has held it in 4 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Westfuller Advisors held 3,764 shares of NiSource worth $179K as of Q2 2026.
  • Westfuller Advisors sold 7 NiSource shares in Q2 2026, an estimated $331.
  • NiSource made up 0.07% of Westfuller Advisors's portfolio in Q2 2026, its #158 holding.
  • Westfuller Advisors first reported a position in NiSource in Q3 2025 and has held it in 4 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.