BHWM
NI icon

Beaird Harris Wealth Management’s NiSource NI Stock Holding History

Beaird Harris 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 		$63.1K Hold
1,328
– – ﹤0.01% 242
2026
Q1 		$62K Hold
1,328
– – ﹤0.01% 223
2025
Q4 		$55.5K Hold
1,328
– – ﹤0.01% 246
2025
Q3 		$57.5K Hold
1,328
– – ﹤0.01% 234
2025
Q2 		$53.6K Buy
1,328
+400
+43% +$15.7K ﹤0.01% 242
2025
Q1 		$37.2K Hold
928
– – ﹤0.01% 250
2024
Q4 		$34.1K Buy
+928
New +$33.3K ﹤0.01% 264
2022
Q2 		– Sell
-90
Closed -$3K – 532
2022
Q1 		$3K Buy
+90
New +$2.61K ﹤0.01% 490

Other funds holding NI

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Beaird Harris Wealth Management's NI Position: Q2 2026 in Review

Beaird Harris Wealth Management held its NiSource (NI) position steady in Q2 2026 at 1,328 shares worth $63.1K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Beaird Harris Wealth Management first reported a position in NI in Q1 2022 and has held it in 8 quarters since. 108 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Beaird Harris Wealth Management held 1,328 shares of NiSource worth $63.1K as of Q2 2026.
  • Beaird Harris Wealth Management left its NiSource share count unchanged in Q2 2026.
  • NiSource made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Beaird Harris Wealth Management first reported a position in NiSource in Q1 2022 and has held it in 8 quarters since.
  • 108 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.