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B. Riley Wealth Advisors’s NiSource NI Stock Holding History

B. Riley 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
2025
Q2 		– Sell
-8,638
Closed -$346K – 1272
2025
Q1 		$346K Buy
+8,638
New +$333K 0.01% 907
2022
Q1 		– Sell
-7,760
Closed -$214K – 1462
2021
Q4 		$214K Sell
7,760
-753
-9% -$19.2K 0.01% 1242
2021
Q3 		$207K Buy
+8,513
New +$212K 0.01% 1234
2015
Q1 		– Sell
-3,006
Closed -$50K – 1476
2014
Q4 		$50K Buy
+3,006
New +$48.9K ﹤0.01% 2092
2014
Q3 		– Sell
-3,296
Closed -$50.9K – 1442
2014
Q2 		$50.9K Buy
+3,296
New +$47.6K 0.01% 1025

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

B. Riley Wealth Advisors's NI Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of NiSource (NI) in Q2 2025, closing a stake of 8,638 shares — an estimated $346K sold.

B. Riley Wealth Advisors first reported a position in NI in Q2 2014 and held it in 5 quarters. The position peaked at $346K in Q1 2025. 774 funds tracked by Wall St. Rank hold NI as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining NiSource position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,638 NiSource shares in Q2 2025, an estimated $346K.
  • B. Riley Wealth Advisors first reported a position in NiSource in Q2 2014 and held it in 5 quarters.
  • B. Riley Wealth Advisors's NiSource position peaked at $346K in Q1 2025.
  • 774 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.