Accurate Wealth Management’s NiSource NI Stock Holding History

Accurate 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	$316K	Buy	6,738 +2,517	+60%	+$119K	0.03%	449
2026 Q1	$203K	Buy	+4,221	New	+$190K	0.02%	522
2023 Q1	–	Sell	-570	Closed	-$15.7K	–	990
2022 Q4	$15.7K	Buy	+570	New	+$15K	0.01%	754

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

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

Accurate Wealth Management increased its NiSource (NI) stake by 60% in Q2 2026, buying an estimated $119K and bringing the position to 6,738 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #449.

Accurate Wealth Management first reported a position in NI in Q4 2022 and has held it in 3 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Accurate Wealth Management held 6,738 shares of NiSource worth $316K as of Q2 2026.
Accurate Wealth Management bought 2,517 NiSource shares in Q2 2026, an estimated $119K.
NiSource made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #449 holding.
Accurate Wealth Management first reported a position in NiSource in Q4 2022 and has held it in 3 quarters since.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.