Avantax Advisory Services’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.44M Buy
159,526
+582
+0.4% +$22.8K 0.04% 371
2025
Q1
$6.37M Sell
158,944
-689
-0.4% -$26.5K 0.04% 341
2024
Q4
$5.87M Buy
159,633
+11,760
+8% +$422K 0.04% 349
2024
Q3
$5.12M Buy
147,873
+15,501
+12% +$495K 0.03% 387
2024
Q2
$3.81M Buy
+132,372
New +$3.73M 0.03% 446

Other funds holding NI

Avantax Advisory Services's NI Position: Q2 2025 in Review

Avantax Advisory Services increased its NiSource (NI) stake by 0.37% in Q2 2025, buying an estimated $22.8K and bringing the position to 159,526 shares worth $6.44M. The position accounts for 0.04% of the portfolio, ranked #371.

Avantax Advisory Services first reported a position in NI in Q2 2024 and has held it in 5 quarters since. 774 funds tracked by Wall St. Rank hold NI as of Q2 2025.

  • Avantax Advisory Services held 159,526 shares of NiSource worth $6.44M as of Q2 2025.
  • Avantax Advisory Services bought 582 NiSource shares in Q2 2025, an estimated $22.8K.
  • NiSource made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #371 holding.
  • Avantax Advisory Services first reported a position in NiSource in Q2 2024 and has held it in 5 quarters since.
  • 774 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.