AWM
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AE Wealth Management’s NiSource NI Stock Holding History

AE 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 		$33.4M Buy
703,036
+438,038
+165% +$20.7M 0.16% 129
2026
Q1 		$12.4M Buy
264,998
+31,247
+13% +$1.41M 0.07% 267
2025
Q4 		$9.76M Buy
233,751
+21,108
+10% +$902K 0.06% 289
2025
Q3 		$9.21M Buy
212,643
+21,627
+11% +$895K 0.06% 281
2025
Q2 		$7.71M Sell
191,016
-328,186
-63% -$12.9M 0.06% 295
2025
Q1 		$20.8M Sell
519,202
-123,396
-19% -$4.75M 0.18% 141
2024
Q4 		$23.6M Buy
642,598
+34,064
+6% +$1.22M 0.2% 115
2024
Q3 		$21.1M Sell
608,534
-33
-0% -$1.05K 0.19% 126
2024
Q2 		$17.5M Buy
608,567
+32,609
+6% +$920K 0.18% 135
2024
Q1 		$15.9M Sell
575,958
-47,173
-8% -$1.24M 0.18% 154
2023
Q4 		$16.1M Sell
623,131
-60,194
-9% -$1.55M 0.08% 282
2023
Q3 		$16.9M Sell
683,325
-48,609
-7% -$1.31M 0.1% 219
2023
Q2 		$20M Sell
731,934
-5,377
-0.7% -$149K 0.12% 193
2023
Q1 		$20.6M Buy
737,311
+184,166
+33% +$5.04M 0.13% 178
2022
Q4 		$15.2M Buy
553,145
+161,546
+41% +$4.25M 0.11% 217
2022
Q3 		$9.86M Buy
+391,599
New +$11.5M 0.08% 272
2020
Q3 		– Sell
-59,744
Closed -$1.36M – 1340
2020
Q2 		$1.36M Buy
59,744
+2,020
+3% +$48.7K 0.02% 521
2020
Q1 		$1.44M Sell
57,724
-189
-0.3% -$5.22K 0.03% 388
2019
Q4 		$1.61M Buy
+57,913
New +$1.59M 0.04% 404

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

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

AE Wealth Management increased its NiSource (NI) stake by 165% in Q2 2026, buying an estimated $20.7M and bringing the position to 703,036 shares worth $33.4M. The position accounts for 0.16% of the portfolio, ranked #129.

AE Wealth Management first reported a position in NI in Q4 2019 and has held it in 19 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • AE Wealth Management held 703,036 shares of NiSource worth $33.4M as of Q2 2026.
  • AE Wealth Management bought 438,038 NiSource shares in Q2 2026, an estimated $20.7M.
  • NiSource made up 0.16% of AE Wealth Management's portfolio in Q2 2026, its #129 holding.
  • AE Wealth Management first reported a position in NiSource in Q4 2019 and has held it in 19 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

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