AWA
NI icon

Arkadios Wealth Advisors’s NiSource NI Stock Holding History

Arkadios 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
Q1 		$437K Buy
9,372
+592
+7% +$26.7K 0.01% 1181
2025
Q4 		$367K Buy
8,780
+38
+0.4% +$1.62K 0.01% 1156
2025
Q3 		$379K Buy
8,742
+1,268
+17% +$52.5K 0.01% 1070
2025
Q2 		$302K Buy
7,474
+1,211
+19% +$47.5K 0.01% 1055
2025
Q1 		$251K Buy
+6,263
New +$241K 0.01% 971
2021
Q4 		– Sell
-803
Closed -$19K – 1340
2021
Q3 		$19K Hold
803
– – ﹤0.01% 1232
2021
Q2 		$19K Buy
803
+297
+59% +$7.55K ﹤0.01% 1308
2021
Q1 		$12K Buy
506
+500
+8,333% +$11.3K ﹤0.01% 1129
2020
Q4 		$0 Hold
6
– – ﹤0.01% 1434
2020
Q3 		$141 Buy
+6
New +$139 ﹤0.01% 1005

Other funds holding NI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arkadios Wealth Advisors's NI Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its NiSource (NI) stake by 6.7% in Q1 2026, buying an estimated $26.7K and bringing the position to 9,372 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #1181.

Arkadios Wealth Advisors first reported a position in NI in Q3 2020 and has held it in 10 quarters since. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Arkadios Wealth Advisors held 9,372 shares of NiSource worth $437K as of Q1 2026.
  • Arkadios Wealth Advisors bought 592 NiSource shares in Q1 2026, an estimated $26.7K.
  • NiSource made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1181 holding.
  • Arkadios Wealth Advisors first reported a position in NiSource in Q3 2020 and has held it in 10 quarters since.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.