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Congress Wealth Management’s NiSource NI Stock Holding History

Congress 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
2025
Q2 		$1.22M Buy
30,352
+21
+0.1% +$823 0.01% 659
2025
Q1 		$1.22M Buy
30,331
+1,461
+5% +$56.3K 0.01% 589
2024
Q4 		$1.06M Sell
28,870
-7,839
-21% -$281K 0.01% 510
2024
Q3 		$1.27M Buy
+36,709
New +$1.17M 0.02% 481

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's NI Position: Q2 2025 in Review

Congress Wealth Management increased its NiSource (NI) stake by 0.07% in Q2 2025, buying an estimated $823 and bringing the position to 30,352 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #659.

Congress Wealth Management first reported a position in NI in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.27M in Q3 2024. 774 funds tracked by Wall St. Rank hold NI as of Q2 2025.

  • Congress Wealth Management held 30,352 shares of NiSource worth $1.22M as of Q2 2025.
  • Congress Wealth Management bought 21 NiSource shares in Q2 2025, an estimated $823.
  • NiSource made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #659 holding.
  • Congress Wealth Management first reported a position in NiSource in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's NiSource position peaked at $1.27M in Q3 2024.
  • 774 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.