Clark Wealth Partners
NI icon

Clark Wealth Partners’s NiSource NI Stock Holding History

Clark Wealth Partners’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
Q3 		$1.05K Buy
27
+20
+286% +$860 ﹤0.01% 829
2026
Q2 		$333 Hold
7
– – ﹤0.01% 534
2026
Q1 		$327 Buy
7
+6
+600% +$270 ﹤0.01% 579
2025
Q4 		$42 Hold
1
– – ﹤0.01% 556
2025
Q3 		$42 Buy
+1
New +$41 ﹤0.01% 556
2025
Q2 		– Sell
-23
Closed -$922 – 604
2025
Q1 		$922 Buy
+23
New +$886 ﹤0.01% 443

Other funds holding NI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Clark Wealth Partners's NI Position: Q3 2026 in Review

Clark Wealth Partners increased its NiSource (NI) stake by 286% in Q3 2026, buying an estimated $860 and bringing the position to 27 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Clark Wealth Partners first reported a position in NI in Q1 2025 and has held it in 6 quarters since. 738 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Clark Wealth Partners held 27 shares of NiSource worth $1.05K as of Q3 2026.
  • Clark Wealth Partners bought 20 NiSource shares in Q3 2026, an estimated $860.
  • NiSource made up ﹤0.01% of Clark Wealth Partners's portfolio in Q3 2026, its #829 holding.
  • Clark Wealth Partners first reported a position in NiSource in Q1 2025 and has held it in 6 quarters since.
  • 738 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.