Aaron Wealth Advisors’s NiSource NI Stock Holding History

Aaron Wealth 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	-7,926	Closed	-$370K	–	738
2026 Q1	$370K	Buy	7,926 +2,781	+54%	+$125K	0.02%	482
2025 Q4	$215K	Buy	+5,145	New	+$220K	0.01%	648

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aaron Wealth Advisors's NI Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of NiSource (NI) in Q2 2026, closing a stake of 7,926 shares — an estimated $370K sold.

Aaron Wealth Advisors first reported a position in NI in Q4 2025 and held it in 2 quarters. The position peaked at $370K in Q1 2026. 910 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Aaron Wealth Advisors reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
Aaron Wealth Advisors sold 7,926 NiSource shares in Q2 2026, an estimated $370K.
Aaron Wealth Advisors first reported a position in NiSource in Q4 2025 and held it in 2 quarters.
Aaron Wealth Advisors's NiSource position peaked at $370K in Q1 2026.
910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.