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Bay Harbor Wealth Management’s NiSource NI Stock Holding History

Bay Harbor 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 		$3.47K Buy
73
+13
+22% +$615 ﹤0.01% 510
2026
Q1 		$2.8K Buy
60
+16
+36% +$721 ﹤0.01% 478
2025
Q4 		$1.84K Buy
44
+16
+57% +$684 ﹤0.01% 501
2025
Q3 		$1.21K Buy
28
+6
+27% +$248 ﹤0.01% 481
2025
Q2 		$887 Buy
22
+10
+83% +$392 ﹤0.01% 483
2025
Q1 		$481 Buy
+12
New +$462 ﹤0.01% 438

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

Bay Harbor Wealth Management's NI Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its NiSource (NI) stake by 22% in Q2 2026, buying an estimated $615 and bringing the position to 73 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Bay Harbor Wealth Management first reported a position in NI in Q1 2025 and has held it in 6 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Bay Harbor Wealth Management held 73 shares of NiSource worth $3.47K as of Q2 2026.
  • Bay Harbor Wealth Management bought 13 NiSource shares in Q2 2026, an estimated $615.
  • NiSource made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #510 holding.
  • Bay Harbor Wealth Management first reported a position in NiSource in Q1 2025 and has held it in 6 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.