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Beacon Pointe Advisors’s NiSource NI Stock Holding History

Beacon Pointe 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
2026
Q2 		$233K Sell
4,908
-1,340
-21% -$63.4K ﹤0.01% 1736
2026
Q1 		$292K Buy
+6,248
New +$281K ﹤0.01% 1552
2024
Q4 		– Sell
-7,001
Closed -$243K – 1255
2024
Q3 		$243K Sell
7,001
-5,864
-46% -$187K ﹤0.01% 1098
2024
Q2 		$371K Sell
12,865
-370
-3% -$10.4K ﹤0.01% 985
2024
Q1 		$366K Buy
13,235
+59
+0.4% +$1.55K ﹤0.01% 1032
2023
Q4 		$350K Buy
13,176
+405
+3% +$10.4K ﹤0.01% 1026
2023
Q3 		$315K Sell
12,771
-790
-6% -$21.3K ﹤0.01% 1047
2023
Q2 		$371K Sell
13,561
-800
-6% -$22.2K 0.01% 813
2023
Q1 		$402K Buy
14,361
+34
+0.2% +$930 0.01% 829
2022
Q4 		$393K Buy
14,327
+1,810
+14% +$47.6K 0.01% 771
2022
Q3 		$317K Buy
12,517
+84
+0.7% +$2.47K 0.01% 778
2022
Q2 		$367K Sell
12,433
-363
-3% -$11K 0.01% 757
2022
Q1 		$407K Buy
+12,796
New +$371K 0.01% 870

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

Beacon Pointe Advisors's NI Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its NiSource (NI) stake by 21% in Q2 2026, selling an estimated $63.4K and leaving 4,908 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Beacon Pointe Advisors first reported a position in NI in Q1 2022 and has held it in 13 quarters since. The position peaked at $407K in Q1 2022. 913 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Beacon Pointe Advisors held 4,908 shares of NiSource worth $233K as of Q2 2026.
  • Beacon Pointe Advisors sold 1,340 NiSource shares in Q2 2026, an estimated $63.4K.
  • NiSource made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1736 holding.
  • Beacon Pointe Advisors first reported a position in NiSource in Q1 2022 and has held it in 13 quarters since.
  • Beacon Pointe Advisors's NiSource position peaked at $407K in Q1 2022.
  • 913 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.