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Avion Wealth’s NiSource NI Stock Holding History

Avion 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 		$3K Buy
74
+44
+147% +$2.08K ﹤0.01% 970
2026
Q1 		$1K Hold
30
– – ﹤0.01% 1094
2025
Q4 		$1K Sell
30
-2
-6% -$85 ﹤0.01% 1086
2025
Q3 		$1K Hold
32
– – ﹤0.01% 1064
2025
Q2 		$1K Hold
32
– – ﹤0.01% 1021
2025
Q1 		$1K Hold
32
– – ﹤0.01% 891
2024
Q4 		$1K Buy
32
+14
+78% +$503 ﹤0.01% 888
2024
Q3 		$0 Buy
+18
New +$574 ﹤0.01% 1229
2023
Q4 		– Sell
-37
Closed – – 1251
2023
Q3 		$0 Buy
37
+19
+106% +$513 ﹤0.01% 1066
2023
Q2 		$0 Hold
18
– – ﹤0.01% 941
2023
Q1 		$0 Buy
+18
New +$492 ﹤0.01% 700

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

Avion Wealth's NI Position: Q2 2026 in Review

Avion Wealth increased its NiSource (NI) stake by 147% in Q2 2026, buying an estimated $2.08K and bringing the position to 74 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Avion Wealth first reported a position in NI in Q1 2023 and has held it in 11 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Avion Wealth held 74 shares of NiSource worth $3K as of Q2 2026.
  • Avion Wealth bought 44 NiSource shares in Q2 2026, an estimated $2.08K.
  • NiSource made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #970 holding.
  • Avion Wealth first reported a position in NiSource in Q1 2023 and has held it in 11 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.