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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clark Wealth Partners's NI Position: Q2 2026 in Review

Clark Wealth Partners held its NiSource (NI) position steady in Q2 2026 at 7 shares worth $333. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Clark Wealth Partners first reported a position in NI in Q1 2025 and has held it in 5 quarters since. The position peaked at $922 in Q1 2025. 868 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Clark Wealth Partners held 7 shares of NiSource worth $333 as of Q2 2026.
Clark Wealth Partners left its NiSource share count unchanged in Q2 2026.
NiSource made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #534 holding.
Clark Wealth Partners first reported a position in NiSource in Q1 2025 and has held it in 5 quarters since.
Clark Wealth Partners's NiSource position peaked at $922 in Q1 2025.
868 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.