AIVL2.845%
as of Jul 17
NI
DefensiveNISOURCE INC
NiSource Inc., an energy holding company, operates as a regulated natural gas and electric utility company in the United States. It operates in two segments, Columbia Operations and NIPSCO Operations. The company provides natural gas to residential, commercial, and industrial customers through approximately 37,300 miles of distribution main pipeline and the associated individual customer service lines; and 310 miles of transmission main pipeline in Ohio, Pennsylvania, Virginia, Kentucky, and Maryland.
Close · 3M
-3.53%
Held by 2 AI ETFs
QRFT0.060%
as of Jul 8
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals18
Win rate0% (0/18)
Avg buy return-4.03%
AIVL · Weight decrease · 3d
NI, trading at $45.98 and positioned at 94% of its 52-week high, presented a valuation picture that likely influenced AIVL's AI-driven strategy. This WisdomTree ETF, specifically designed to differentiate true value from potential traps using fundamental and valuation metrics, observed NI's PER of 22.92 and PBR of 2.11 in the context of its elevated share price. As the stock approached the higher end of its yearly range, the AI component periodically re-evaluated NI, identifying reduced relative value despite its 15.65% revenue growth and 10.37% ROE. This systematic assessment prompted a consecutive decrease in NI's weight, as the AI adjusted the portfolio away from holdings whose valuation metrics, combined with price action, suggest diminished appeal for a value-focused allocation.
weight 2.924% → 2.844% (-0.080 pp)·stock down 2.5% in the 30 days before
Jul 16·entry $46.27·now $45.37
-1.95%
since Jul 16
AIVL · Weight decrease · 2d
NI's PER of 23.42 and PBR of 2.11, alongside a 15.65% revenue growth, places it within a valuation territory that AIVL’s AI likely scrutinizes closely within its US value-factor pool. For the WisdomTree AI, tasked with distinguishing genuine value from value traps based on fundamentals like return on capital and valuation metrics, these figures might signal a reduced "value" opportunity. The stock’s recent trading at 94% of its 52-week high, following a +17.0% one-year return, likely pushed its valuation past AIVL's optimal entry or holding parameters for a utility stock. The subsequent consecutive weight decrease in AIVL's portfolio on July 14th and 15th, 2026, reflects the AI's re-evaluation of NI as its price approached higher bounds, making it less attractive from a pure value perspective.
weight 2.924% → 2.849% (-0.075 pp)·stock down 3.2% in the 30 days before
Jul 15·entry $45.71·now $45.37
-0.74%
since Jul 15
AIVL · Weight increase · 2d
NI's 15.65% revenue growth and 10.37% ROE align with AIVL's focus on fundamental strength when assessing names within its US value-factor universe. Despite a 23.42 PER, the AI likely interprets the company's 2.11 PBR and solid growth as indicators of genuine value, rather than a value trap, a key distinction for this WisdomTree ETF. The observed consecutive weight additions, such as the increase from 2.9139% to 2.9235% across early July trading days, occurred while NI's price stood at $46.62. This allocation adjustment suggests the AI identified sufficient intrinsic worth to justify a larger holding, even with the stock trading at approximately 95% of its 52-week high.
weight 2.909% → 2.924% (+0.015 pp)·stock up 0.9% in the 30 days before
Jul 13·entry $47.07·now $45.37Fresh
-3.61%
since Jul 13
AIVL · Weight decrease · 2d
NI's financials, showing a PER of 23.42, PBR of 2.11, and ROE of 10.37%, are evaluated by WisdomTree's AIVL through an AI system designed to differentiate authentic value from value traps within a US value-factor pool using fundamental and valuation metrics. While NI achieved 15.65% revenue growth, its current price of $46.90 positions it at 96% of its 52-week high, potentially signaling to the AI a diminished margin of safety or a less compelling value proposition at this elevated level for a utility stock. The consecutive decrease in AIVL's weight for NI, evolving from 3.0417% on June 26th to 2.9089% by July 9th, reflects the AI's ongoing assessment during a period where the stock's 30-day and 90-day returns were a modest +0.3%. This action indicates the AI, in its role of distinguishing genuine value, has likely adjusted NI's score downwards, reflecting a re-evaluation of its attractiveness within AIVL's ~100 US value stock portfolio at this particular valuation point.
weight 2.945% → 2.909% (-0.036 pp)·stock up 1.8% in the 30 days before
Jul 9·entry $46.66·now $45.37
-2.76%
since Jul 9
AIVL · Weight decrease · 2d
NiSource Inc.'s PER of 23.58 and PBR of 2.11, while supported by a 10.37% ROE and 15.65% revenue growth, likely signal a less compelling valuation for AIVL's AI, whose mandate is to discern genuine value from potential value traps within its US value universe. The AI's evaluation, incorporating fundamentals and valuation metrics, appears to have flagged NI’s current price of $46.87, which is near 95% of its 52-week high, as stretched given its sector and the AI's rigorous value criteria. This consecutive weight decrease detected on June 30th and July 1st, 2026, aligns with a period where the stock had achieved a considerable 1-year return of +19.3%, potentially leading the AI to de-emphasize the stock due to diminished future value potential. This move by the WisdomTree-managed AIVL suggests its AI mechanism, which doesn't rebalance daily but periodically, adjusted exposure as the stock's valuation, despite positive recent growth, began to challenge the fund's specific value-plus-AI investment style.
weight 3.042% → 2.920% (-0.122 pp)·stock up 3.9% in the 30 days before
Jul 1·entry $46.87·now $45.37
-3.20%
since Jul 1
AIVL · Accumulation · 5d
The gradual accumulation observed in NI's weight within AIVL, characterized by small, fluctuating increases over recent days, aligns with a measured rebalancing process rather than a single, abrupt allocation shift. This pattern fits AIVL's operational method, where its AI periodically re-scores stocks in its US value-factor pool, aiming to distinguish genuine value from potential traps. For NI, currently trading at $48.15, near its 52-week high, the AI appears to prioritize its 15.65% revenue growth and 10.37% ROE, despite a PER of 23.69. These specific fundamental indicators likely signal to the AI that NI holds inherent strength, justifying increased exposure within AIVL's portfolio even after a 22.3% one-year return, suggesting it is not a value trap.
weight 2.978% → 3.042% (+0.064 pp)·stock up 3.4% in the 30 days before
Jun 26·entry $49.08·now $45.37Fresh
-7.56%
since Jun 26
AIVL · Weight increase · 3d
NI currently trades near $47.63, residing at 98% of its 52-week high, following a 20.7% return over the past year. Despite this upward price trajectory, AIVL, which uses AI to distinguish genuine value from value traps within a US value-factor pool, has been incrementally increasing its allocation to the utility. The fund's AI likely interprets NI's 15.65% revenue growth and 10.37% return on equity as indicators of fundamental strength, suggesting sustained operational quality that transcends its current price-to-earnings ratio of 23.69. This consecutive weight increase signifies the AI's ongoing assessment that NI's underlying financial characteristics continue to position it favorably within the ETF's value-centric, AI-scored universe, even as the stock approaches its annual peak.
weight 2.971% → 2.993% (+0.022 pp)·stock down 0.5% in the 30 days before
Jun 24·entry $47.63·now $45.37Fresh
-4.74%
since Jun 24
AIVL · Accumulation · 5d
NI's PBR of 2.11, coupled with a 10.37% ROE and 15.65% revenue growth, positions the utility within the US value-factor pool AIVL screens, providing fundamental metrics for WisdomTree’s AI to assess. The AI, tasked with distinguishing genuine value from value traps, likely considered these attributes, including the 15.65% revenue growth, significant enough to justify the 23.69 PER within the fund's pre-filtered universe. The gradual accumulation pattern in AIVL’s holdings of NISOURCE INC, reflected by weights ranging from approximately 2.97% to 3.03% in June 2026, occurred as the stock traded near $47.26. This sustained positioning suggests the fund's AI continued to identify NI’s intrinsic worth through its fundamental and valuation metrics, even with the stock approaching its 52-week high after a 19.4% gain over the past year.
weight 2.972% → 2.982% (+0.010 pp)·stock down 0.9% in the 30 days before
Jun 23·entry $47.26·now $45.37Fresh
-4.00%
since Jun 23
AIVL · Accumulation · 5d
NiSource’s PBR of 2.11 and ROE of 10.37% position it within AIVL’s pre-filtered US value-factor universe, with the AI tasked to identify genuine value. Its P/E of 23.35, combined with 15.65% revenue growth, suggests the AI may be discerning a growth-adjusted value within the Utilities sector despite the higher valuation multiple. The gradual accumulation of NiSource shares in early June occurred as the stock experienced a -1.6% 30-day return, presenting a modest dip from its current $46.77 price. Even at 96% of its 52-week high, the WisdomTree AI manager registered this short-term pullback as an opportunity to incrementally add shares, finding the company’s fundamentals and valuation metrics suitable within its value-trap avoidance framework.
weight 2.924% → 2.985% (+0.061 pp)·stock up 3.1% in the 30 days before
Jun 16·entry $47.72·now $45.37Fresh
-4.92%
since Jun 16
AIVL · Accumulation · 5d
WisdomTree's AIVL, which uses AI to distinguish genuine value from value traps within its approximately 100-stock US value-factor pool, has shown sustained accumulation in NI. The AI’s rigorous analysis, which incorporates fundamentals like margins and return on capital alongside valuation metrics, appears to validate NI's continued place in the portfolio despite its current trading at 98% of its 52-week high. This gradual accumulation, with NI's weight increasing steadily across multiple days, suggests the fund's AI algorithm identifies compelling intrinsic qualities in the company. For instance, its reported 15.65% revenue growth likely contributes to the AI's positive scoring, signaling it as a legitimate value opportunity rather than a trap within the fund's periodically rebalanced universe.
weight 2.907% → 2.978% (+0.071 pp)·stock up 0.3% in the 30 days before
Jun 12·entry $47.21·now $45.37Fresh
-3.90%
since Jun 12
AIVL · Accumulation · 5d
WisdomTree's AIVL, which employs AI to differentiate genuine value from traps within a US value-factor universe of approximately 100 stocks, appears to have increased its allocation to NI through a series of tactical adjustments. The fund’s rebalancing schedule, periodic rather than daily, suggests this gradual accumulation reflects an increased target weight established after a recent review of NI's profile. This move likely stems from the AI's assessment of NI's fundamentals, where a 15.65% revenue growth combined with a 10.37% return on equity offers a compelling picture for a utility, supporting its classification as a legitimate value opportunity rather than a potential trap. Despite trading near its 52-week high, NI’s recent 30-day decline of 3.4% potentially offered an opportune entry for the fund to build its position. The measured increase in weight, climbing from 2.8921% to over 3% at points during early June, indicates AIVL’s AI is finding NI’s current valuation metrics and fundamental strength suitable for increased exposure within its value mandate.
weight 2.892% → 2.970% (+0.078 pp)·stock down 1.2% in the 30 days before
Jun 11·entry $46.62·now $45.37Fresh
-2.68%
since Jun 11
AIVL · Accumulation · 5d
The weight-change pattern for NI in AIVL exhibits a gradual accumulation over several weeks, marked by minor daily fluctuations rather than a sudden, large increase. This measured scaling in, occurring even as NI reached 96% of its 52-week high, aligns with AIVL's strategy of using AI to discern genuine value opportunities within its pre-filtered US value-factor universe. Despite a PER of 23.35, the AI likely leveraged NI's 15.65% revenue growth and 10.37% ROE, combined with a recent 3.2% price dip over 30 days, to identify an accretive entry point for a stock fitting its value-tilted parameters. The WisdomTree manager's AI is therefore capitalizing on short-term price softness in a fundamentally sound utility, ensuring a careful, non-daily accumulation aligned with its mandate to distinguish true value from traps.
weight 2.913% → 3.029% (+0.116 pp)·stock down 0.9% in the 30 days before
Jun 10·entry $46.63·now $45.37Fresh
-2.70%
since Jun 10
AIVL · Accumulation · 5d
NI's PBR of 2.11 and ROE of 10.37% likely fit AIVL's initial fundamental screen for value, with its 15.65% revenue growth potentially marking it as a utility stock that avoids the "value trap" designation often associated with the sector. The WisdomTree-managed fund initiated its gradual accumulation pattern on NI, increasing its weight from 2.8967% to 3.0315% during early June, directly after a 4.5% decline in NI's 30-day return, presenting a buying opportunity at $46.33. Within its pre-filtered US value-factor pool, the AI component of AIVL likely interpreted this temporary price dip as an optimal entry point for a stock exhibiting both value characteristics and growth that aligns with its strategy to identify genuine value.
weight 2.897% → 2.972% (+0.075 pp)·stock down 2.5% in the 30 days before
Jun 8·entry $45.85·now $45.37Fresh
-1.05%
since Jun 8
AIVL · Accumulation · 5d
weight 2.899% → 3.031% (+0.132 pp)·stock down 1.9% in the 30 days before
Jun 5·entry $46.61·now $45.37Fresh
-2.66%
since Jun 5
AIVL · Accumulation · 5d
weight 2.885% → 2.942% (+0.057 pp)·stock down 4.9% in the 30 days before
Jun 4·entry $45.85·now $45.37Fresh
-1.05%
since Jun 4
AIVL · Accumulation · 5d
weight 2.878% → 2.924% (+0.045 pp)·stock down 5.3% in the 30 days before
Jun 3·entry $45.53·now $45.37Fresh
-0.35%
since Jun 3
AIVL · Weight increase · 2d
The AI likely increased its allocation to NiSource due to the company's robust 15.65% revenue growth and solid 10.37% ROE, which are strong indicators for a utility stock and suggest favorable underlying operational or market developments. For retail investors, this demonstrates that AI funds actively seek out growth-oriented opportunities even in traditionally defensive sectors, urging them to look beyond sector stereotypes and deeply analyze individual company fundamentals for dynamic potential.
weight 2.878% → 2.899% (+0.021 pp)·stock down 0.0% in the 30 days before
May 12·entry $47.19·now $45.37Fresh
-3.86%
since May 12
AIVL · Weight decrease · 4d
The AI-managed ETF likely initiated consecutive weight decreases for NI due to concerns its PER of 24.46 represents an overvaluation for a utility stock, even considering its recent revenue growth. Retail investors should therefore exercise caution, avoiding overpaying for growth in defensive sectors and prioritizing stocks with more sustainable valuations when following AI-driven portfolio adjustments.
weight 3.000% → 2.878% (-0.122 pp)·stock down 3.6% in the 30 days before
May 8·entry $46.72·now $45.37
-2.89%
since May 8
AIVL · Weight decrease · 3d
The AI ETF likely initiated a consecutive weight decrease due to NI's elevated P/E ratio of 24.26, which the algorithm may deem overvalued for a utility stock, indicating a rebalancing towards more conservatively priced assets. For a retail investor, this suggests paying close attention to valuation metrics like P/E, even for growth companies in defensive sectors, as AI funds actively manage exposure to potential overvaluation.
weight 3.000% → 2.910% (-0.090 pp)·stock down 2.2% in the 30 days before
May 7·entry $47.02·now $45.37
-3.51%
since May 7
AIVL · Weight decrease · 2d
The AI's consecutive weight decrease for NI likely signals that the stock's valuation, particularly its PER of 24.56, is considered stretched for the stable utilities sector, even with strong revenue growth. This suggests the AI perceives diminishing short-term upside or an increased risk/reward imbalance at current prices. Retail investors should view this as a prompt to critically re-evaluate NI's current market price against its fundamental outlook and sector peers, determining if the growth truly justifies its premium valuation.
weight 3.000% → 2.918% (-0.082 pp)·stock down 0.3% in the 30 days before
May 6·entry $47.51·now $45.37
-4.50%
since May 6
-5.64%
since May 4
-5.64%
since May 1
-6.03%
since Apr 30
-6.45%
since Apr 28
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.