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World Investment Advisors’s NiSource NI Stock Holding History

World 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 		$523K Buy
11,198
+3
+0% +$142 0.01% 947
2026
Q1 		$522K Buy
11,195
+3,324
+42% +$150K 0.01% 967
2025
Q4 		$329K Buy
7,871
+247
+3% +$10.6K 0.01% 1141
2025
Q3 		$330K Sell
7,624
-1,060
-12% -$43.9K 0.01% 950
2025
Q2 		$350K Buy
8,684
+445
+5% +$17.4K 0.01% 861
2025
Q1 		$330K Sell
8,239
-8
-0.1% -$308 0.01% 836
2024
Q4 		$303K Buy
8,247
+1,689
+26% +$60.6K 0.01% 820
2024
Q3 		$227K Buy
+6,558
New +$209K 0.01% 826

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

World Investment Advisors increased its NiSource (NI) stake by 0.03% in Q2 2026, buying an estimated $142 and bringing the position to 11,198 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #947.

World Investment Advisors first reported a position in NI in Q3 2024 and has held it in 8 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • World Investment Advisors held 11,198 shares of NiSource worth $523K as of Q2 2026.
  • World Investment Advisors bought 3 NiSource shares in Q2 2026, an estimated $142.
  • NiSource made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #947 holding.
  • World Investment Advisors first reported a position in NiSource in Q3 2024 and has held it in 8 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.