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Beverly Hills Private Wealth’s NiSource NI Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-7,162
Closed -$334K – 331
2026
Q1 		$334K Sell
7,162
-601
-8% -$27.1K 0.06% 249
2025
Q4 		$324K Sell
7,763
-274
-3% -$11.7K 0.06% 241
2025
Q3 		$348K Buy
8,037
+36
+0.4% +$1.49K 0.06% 240
2025
Q2 		$323K Sell
8,001
-918
-10% -$36K 0.06% 252
2025
Q1 		$358K Sell
8,919
-107
-1% -$4.12K 0.07% 226
2024
Q4 		$332K Buy
+9,026
New +$324K 0.07% 236
2023
Q3 		– Sell
-15,605
Closed -$414K – 316
2023
Q2 		$414K Buy
15,605
+7,811
+100% +$217K 0.07% 254
2023
Q1 		$218K Buy
+7,794
New +$213K 0.07% 253

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

Beverly Hills Private Wealth's NI Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of NiSource (NI) in Q2 2026, closing a stake of 7,162 shares — an estimated $334K sold.

Beverly Hills Private Wealth first reported a position in NI in Q1 2023 and held it in 8 quarters. The position peaked at $414K in Q2 2023. 910 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 7,162 NiSource shares in Q2 2026, an estimated $334K.
  • Beverly Hills Private Wealth first reported a position in NiSource in Q1 2023 and held it in 8 quarters.
  • Beverly Hills Private Wealth's NiSource position peaked at $414K in Q2 2023.
  • 910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.