Bellars Harris Wealth Management, LLC’s NiSource NI Stock Holding History

Bellars Harris Wealth Management, LLC’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	$9.94M	Buy	+209,027	New	+$9.89M	2.02%	11

Other funds holding NI

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

MMA

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's NI Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in NiSource (NI) in Q2 2026: 209,027 shares worth $9.94M. The stake represents 2.02% of the portfolio and ranks #11 among its holdings.

433 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Bellars Harris Wealth Management, LLC held 209,027 shares of NiSource worth $9.94M as of Q2 2026.
NiSource was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
NiSource made up 2.02% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #11 holding.
433 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.