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Whipplewood Advisors’s NiSource NI Stock Holding History

Whipplewood 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 		– Sell
-111
Closed -$5.18K – 911
2026
Q1 		$5.18K Buy
+111
New +$5K ﹤0.01% 606
2025
Q3 		– Sell
-184
Closed -$7.42K – 873
2025
Q2 		$7.42K Buy
184
+17
+10% +$667 ﹤0.01% 617
2025
Q1 		$7.1K Buy
167
+2
+1% +$77 ﹤0.01% 627
2024
Q4 		$6.07K Buy
+165
New +$5.92K ﹤0.01% 652

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

Whipplewood Advisors's NI Position: Q2 2026 in Review

Whipplewood Advisors sold out of NiSource (NI) in Q2 2026, closing a stake of 111 shares — an estimated $5.18K sold.

Whipplewood Advisors first reported a position in NI in Q4 2024 and held it in 4 quarters. The position peaked at $7.42K in Q2 2025. 910 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Whipplewood Advisors reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 111 NiSource shares in Q2 2026, an estimated $5.18K.
  • Whipplewood Advisors first reported a position in NiSource in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's NiSource position peaked at $7.42K in Q2 2025.
  • 910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.