AF
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Advisornet Financial’s NiSource NI Stock Holding History

Advisornet Financial’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 		$30.3K Buy
638
+21
+3% +$994 ﹤0.01% 1270
2026
Q1 		$28.8K Buy
617
+6
+1% +$270 ﹤0.01% 1232
2025
Q4 		$25.5K Hold
611
– – ﹤0.01% 1255
2025
Q3 		$26.5K Hold
611
– – ﹤0.01% 1213
2025
Q2 		$24.6K Sell
611
-12
-2% -$471 ﹤0.01% 1205
2025
Q1 		$25K Sell
623
-6
-1% -$231 ﹤0.01% 1126
2024
Q4 		$23.1K Buy
629
+595
+1,750% +$21.4K ﹤0.01% 1096
2024
Q3 		$1.18K Buy
34
+5
+17% +$160 ﹤0.01% 1898
2024
Q2 		$835 Hold
29
– – ﹤0.01% 1855
2024
Q1 		$802 Sell
29
-70
-71% -$1.84K ﹤0.01% 1818
2023
Q4 		$2.63K Buy
99
+21
+27% +$540 ﹤0.01% 1638
2023
Q3 		$1.93K Sell
78
-116
-60% -$3.13K ﹤0.01% 1644
2023
Q2 		$5.31K Sell
194
-346
-64% -$9.6K ﹤0.01% 1486
2023
Q1 		$15.1K Buy
540
+7
+1% +$192 ﹤0.01% 1169
2022
Q4 		$14.6K Buy
+533
New +$14K ﹤0.01% 1175
2022
Q1 		– Sell
-3,164
Closed -$87K – 2127
2021
Q4 		$87K Buy
3,164
+112
+4% +$2.85K 0.01% 857
2021
Q3 		$74K Buy
3,052
+273
+10% +$6.81K 0.01% 887
2021
Q2 		$68K Buy
+2,779
New +$70.7K ﹤0.01% 893
2020
Q4 		– Sell
-190
Closed -$4.44K – 1774
2020
Q3 		$4K Sell
190
-399
-68% -$9.26K ﹤0.01% 1463
2020
Q2 		$13K Buy
589
+2
+0.3% +$48 ﹤0.01% 1234
2020
Q1 		$15K Buy
+587
New +$16.2K ﹤0.01% 1153
2019
Q4 		– Sell
-200
Closed -$6K – 1942
2019
Q3 		$6K Buy
+200
New +$5.87K ﹤0.01% 1507
2018
Q1 		– Sell
-180
Closed -$5K – 1441
2017
Q4 		$5K Buy
+180
New +$4.78K ﹤0.01% 1113

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

Advisornet Financial's NI Position: Q2 2026 in Review

Advisornet Financial increased its NiSource (NI) stake by 3.4% in Q2 2026, buying an estimated $994 and bringing the position to 638 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Advisornet Financial first reported a position in NI in Q4 2017 and has held it in 23 quarters since. The position peaked at $87K in Q4 2021. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Advisornet Financial held 638 shares of NiSource worth $30.3K as of Q2 2026.
  • Advisornet Financial bought 21 NiSource shares in Q2 2026, an estimated $994.
  • NiSource made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1270 holding.
  • Advisornet Financial first reported a position in NiSource in Q4 2017 and has held it in 23 quarters since.
  • Advisornet Financial's NiSource position peaked at $87K in Q4 2021.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.