Barnes Wealth Management Group’s NiSource NI Stock Holding History

Barnes Wealth Management Group’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	$248K	Sell	5,218 -143	-3%	-$6.77K	0.11%	165
2026 Q1	$250K	Sell	5,361 -37	-0.7%	-$1.67K	0.13%	159
2025 Q4	$225K	Sell	5,398 -36	-0.7%	-$1.54K	0.12%	163
2025 Q3	$235K	Buy	5,434 +52	+1%	+$2.15K	0.13%	153
2025 Q2	$217K	Buy	5,382 +112	+2%	+$4.39K	0.13%	148
2025 Q1	$211K	Buy	+5,270	New	+$203K	0.14%	149

Other funds holding NI

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Barnes Wealth Management Group's NI Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its NiSource (NI) stake by 2.7% in Q2 2026, selling an estimated $6.77K and leaving 5,218 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #165.

Barnes Wealth Management Group first reported a position in NI in Q1 2025 and has held it in 6 quarters since. The position peaked at $250K in Q1 2026. 215 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Barnes Wealth Management Group held 5,218 shares of NiSource worth $248K as of Q2 2026.
Barnes Wealth Management Group sold 143 NiSource shares in Q2 2026, an estimated $6.77K.
NiSource made up 0.11% of Barnes Wealth Management Group's portfolio in Q2 2026, its #165 holding.
Barnes Wealth Management Group first reported a position in NiSource in Q1 2025 and has held it in 6 quarters since.
Barnes Wealth Management Group's NiSource position peaked at $250K in Q1 2026.
215 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.