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Westwood Holdings Group’s NiSource NI Stock Holding History

Westwood Holdings Group’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 		$351K Buy
+7,388
New +$350K ﹤0.01% 533
2015
Q4 		– Sell
-33,000
Closed -$612K – 394
2015
Q3 		$612K Buy
+33,000
New +$564K 0.01% 324

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

Westwood Holdings Group's NI Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in NiSource (NI) in Q2 2026: 7,388 shares worth $351K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in NI as recently as Q3 2015.

Westwood Holdings Group first reported a position in NI in Q3 2015 and has held it in 2 quarters since. The position peaked at $612K in Q3 2015. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Westwood Holdings Group held 7,388 shares of NiSource worth $351K as of Q2 2026.
  • NiSource was a new Westwood Holdings Group position in Q2 2026.
  • NiSource made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #533 holding.
  • Westwood Holdings Group first reported a position in NiSource in Q3 2015 and has held it in 2 quarters since.
  • Westwood Holdings Group's NiSource position peaked at $612K in Q3 2015.
  • 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.