AWM
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Abound Wealth Management’s NiSource NI Stock Holding History

Abound Wealth Management’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
-4
Closed -$167 – 1504
2026
Q1 		$167 Hold
4
– – ﹤0.01% 1295
2025
Q4 		$150 Buy
+4
New +$171 ﹤0.01% 1290
2024
Q2 		– Sell
-16
Closed -$432 – 1269
2024
Q1 		$432 Buy
16
+1
+7% +$26 ﹤0.01% 946
2023
Q4 		$410 Hold
15
– – ﹤0.01% 1010
2023
Q3 		$378 Hold
15
– – ﹤0.01% 911
2023
Q2 		$414 Buy
+15
New +$416 ﹤0.01% 923

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

Abound Wealth Management's NI Position: Q2 2026 in Review

Abound Wealth Management sold out of NiSource (NI) in Q2 2026, closing a stake of 4 shares — an estimated $167 sold.

Abound Wealth Management first reported a position in NI in Q2 2023 and held it in 6 quarters. The position peaked at $432 in Q1 2024. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Abound Wealth Management reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 4 NiSource shares in Q2 2026, an estimated $167.
  • Abound Wealth Management first reported a position in NiSource in Q2 2023 and held it in 6 quarters.
  • Abound Wealth Management's NiSource position peaked at $432 in Q1 2024.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.