AWA
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Acumen Wealth Advisors’s NiSource NI Stock Holding History

Acumen 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 		$23.3K Sell
491
-119
-20% -$5.63K ﹤0.01% 222
2026
Q1 		$28.5K Sell
610
-51
-8% -$2.3K 0.01% 185
2025
Q4 		$27.6K Buy
+661
New +$28.2K 0.01% 178

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

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

Acumen Wealth Advisors reduced its NiSource (NI) stake by 20% in Q2 2026, selling an estimated $5.63K and leaving 491 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Acumen Wealth Advisors first reported a position in NI in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.5K in Q1 2026. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Acumen Wealth Advisors held 491 shares of NiSource worth $23.3K as of Q2 2026.
  • Acumen Wealth Advisors sold 119 NiSource shares in Q2 2026, an estimated $5.63K.
  • NiSource made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #222 holding.
  • Acumen Wealth Advisors first reported a position in NiSource in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's NiSource position peaked at $28.5K in Q1 2026.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.