AWM
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Apollon Wealth Management’s NiSource NI Stock Holding History

Apollon 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 		$1.71M Buy
36,021
+2,553
+8% +$121K 0.02% 534
2026
Q1 		$1.56M Buy
33,468
+13,702
+69% +$617K 0.03% 447
2025
Q4 		$825K Buy
19,766
+15,052
+319% +$643K 0.01% 654
2025
Q3 		$204K Buy
+4,714
New +$195K ﹤0.01% 1222

Other funds holding NI

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

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

Apollon Wealth Management increased its NiSource (NI) stake by 7.6% in Q2 2026, buying an estimated $121K and bringing the position to 36,021 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #534.

Apollon Wealth Management first reported a position in NI in Q3 2025 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Apollon Wealth Management held 36,021 shares of NiSource worth $1.71M as of Q2 2026.
  • Apollon Wealth Management bought 2,553 NiSource shares in Q2 2026, an estimated $121K.
  • NiSource made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #534 holding.
  • Apollon Wealth Management first reported a position in NiSource in Q3 2025 and has held it in 4 quarters since.
  • 215 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.