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Allied Private Wealth’s NiSource NI Stock Holding History

Allied Private Wealth’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 		$2.35K Buy
+50
New +$2.37K ﹤0.01% 714

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

Allied Private Wealth's NI Position: Q2 2026 in Review

Allied Private Wealth opened a new position in NiSource (NI) in Q2 2026: 50 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings.

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

  • Allied Private Wealth held 50 shares of NiSource worth $2.35K as of Q2 2026.
  • NiSource was a new Allied Private Wealth position in Q2 2026.
  • NiSource made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #714 holding.
  • 913 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.