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Atria Wealth Solutions’s NiSource NI Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$340K Sell
8,431
-11,375
-57% -$446K 0.01% 1096
2025
Q1 		$794K Buy
19,806
+979
+5% +$37.7K 0.01% 970
2024
Q4 		$692K Buy
18,827
+8,752
+87% +$314K 0.01% 1081
2024
Q3 		$349K Buy
10,075
+1,923
+24% +$61.4K ﹤0.01% 1421
2024
Q2 		$235K Buy
+8,152
New +$230K ﹤0.01% 1660

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's NI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its NiSource (NI) stake by 57% in Q2 2025, selling an estimated $446K and leaving 8,431 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #1096.

Atria Wealth Solutions first reported a position in NI in Q2 2024 and has held it in 5 quarters since. The position peaked at $794K in Q1 2025. 774 funds tracked by Wall St. Rank hold NI as of Q2 2025.

  • Atria Wealth Solutions held 8,431 shares of NiSource worth $340K as of Q2 2025.
  • Atria Wealth Solutions sold 11,375 NiSource shares in Q2 2025, an estimated $446K.
  • NiSource made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1096 holding.
  • Atria Wealth Solutions first reported a position in NiSource in Q2 2024 and has held it in 5 quarters since.
  • Atria Wealth Solutions's NiSource position peaked at $794K in Q1 2025.
  • 774 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.