Activest Wealth Management
NI icon

Activest Wealth Management’s NiSource NI Stock Holding History

Activest 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
Q3 		– Sell
-21
Closed -$999 – 1262
2026
Q2 		$999 Buy
+21
New +$994 ﹤0.01% 961
2026
Q1 		– Sell
-22
Closed -$919 – 1300
2025
Q4 		$919 Hold
22
– – ﹤0.01% 952
2025
Q3 		$953 Buy
22
+7
+47% +$290 ﹤0.01% 879
2025
Q2 		$605 Buy
+15
New +$588 ﹤0.01% 840

Other funds holding NI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Activest Wealth Management's NI Position: Q3 2026 in Review

Activest Wealth Management sold out of NiSource (NI) in Q3 2026, closing a stake of 21 shares — an estimated $999 sold.

Activest Wealth Management first reported a position in NI in Q2 2025 and held it in 4 quarters. The position peaked at $999 in Q2 2026. 738 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Activest Wealth Management reported no remaining NiSource position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 21 NiSource shares in Q3 2026, an estimated $999.
  • Activest Wealth Management first reported a position in NiSource in Q2 2025 and held it in 4 quarters.
  • Activest Wealth Management's NiSource position peaked at $999 in Q2 2026.
  • 738 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.