BWM
NI icon

BankPlus Wealth Management’s NiSource NI Stock Holding History

BankPlus Wealth Management’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 		$275K Buy
5,779
+286
+5% +$13.5K 0.12% 103
2026
Q1 		$256K Buy
+5,493
New +$247K 0.13% 104

Other funds holding NI

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

BankPlus Wealth Management's NI Position: Q2 2026 in Review

BankPlus Wealth Management increased its NiSource (NI) stake by 5.2% in Q2 2026, buying an estimated $13.5K and bringing the position to 5,779 shares worth $275K. The position accounts for 0.12% of the portfolio, ranked #103.

BankPlus Wealth Management first reported a position in NI in Q1 2026 and has held it in 2 quarters since. 326 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • BankPlus Wealth Management held 5,779 shares of NiSource worth $275K as of Q2 2026.
  • BankPlus Wealth Management bought 286 NiSource shares in Q2 2026, an estimated $13.5K.
  • NiSource made up 0.12% of BankPlus Wealth Management's portfolio in Q2 2026, its #103 holding.
  • BankPlus Wealth Management first reported a position in NiSource in Q1 2026 and has held it in 2 quarters since.
  • 326 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.