Wetzel Investment Advisors’s NiSource NI Stock Holding History

Wetzel Investment 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	$277K	Hold	5,826	–	–	0.1%	111
2026 Q1	$272K	Hold	5,826	–	–	0.11%	109
2025 Q4	$243K	Hold	5,826	–	–	0.1%	121
2025 Q3	$252K	Hold	5,826	–	–	0.11%	112
2025 Q2	$235K	Hold	5,826	–	–	0.11%	110
2025 Q1	$234K	Sell	5,826 -1,122	-16%	-$43.2K	0.12%	106
2024 Q4	$255K	Hold	6,948	–	–	0.13%	106
2024 Q3	$241K	Hold	6,948	–	–	0.12%	109
2024 Q2	$192K	Hold	6,948	–	–	0.11%	119
2024 Q1	$190K	Buy	6,948 +1,000	+17%	+$26.3K	0.11%	118
2023 Q4	$158K	Buy	+5,948	New	+$153K	0.1%	133

Other funds holding NI

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Wetzel Investment Advisors's NI Position: Q2 2026 in Review

Wetzel Investment Advisors held its NiSource (NI) position steady in Q2 2026 at 5,826 shares worth $277K. The position accounts for 0.1% of the portfolio, ranked #111.

Wetzel Investment Advisors first reported a position in NI in Q4 2023 and has held it in 11 quarters since. 273 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Wetzel Investment Advisors held 5,826 shares of NiSource worth $277K as of Q2 2026.
Wetzel Investment Advisors left its NiSource share count unchanged in Q2 2026.
NiSource made up 0.1% of Wetzel Investment Advisors's portfolio in Q2 2026, its #111 holding.
Wetzel Investment Advisors first reported a position in NiSource in Q4 2023 and has held it in 11 quarters since.
273 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.