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Action Point Financial Planning’s NiSource NI Stock Holding History

Action Point Financial Planning’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 		$34.9K Buy
+737
New +$34.9K ﹤0.01% 939

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

Action Point Financial Planning's NI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in NiSource (NI) in Q2 2026: 737 shares worth $34.9K. The stake represents ﹤0.01% of the portfolio and ranks #939 among its holdings.

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

  • Action Point Financial Planning held 737 shares of NiSource worth $34.9K as of Q2 2026.
  • NiSource was a new Action Point Financial Planning position in Q2 2026.
  • NiSource made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #939 holding.
  • 910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.