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Bogart Wealth LLC’s NiSource NI Stock Holding History

Bogart Wealth LLC’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 		$3.66K Buy
77
+64
+492% +$3.03K ﹤0.01% 1295
2026
Q1 		$607 Hold
13
– – ﹤0.01% 1535
2025
Q4 		$543 Hold
13
– – ﹤0.01% 1443
2025
Q3 		$563 Hold
13
– – ﹤0.01% 1384
2025
Q2 		$524 Buy
+13
New +$510 ﹤0.01% 1336

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

Bogart Wealth LLC's NI Position: Q2 2026 in Review

Bogart Wealth LLC increased its NiSource (NI) stake by 492% in Q2 2026, buying an estimated $3.03K and bringing the position to 77 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Bogart Wealth LLC first reported a position in NI in Q2 2025 and has held it in 5 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Bogart Wealth LLC held 77 shares of NiSource worth $3.66K as of Q2 2026.
  • Bogart Wealth LLC bought 64 NiSource shares in Q2 2026, an estimated $3.03K.
  • NiSource made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1295 holding.
  • Bogart Wealth LLC first reported a position in NiSource in Q2 2025 and has held it in 5 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.