Creative Financial Designs’s NiSource NI Stock Holding History

Creative Financial Designs’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	$6.18K	Sell	130 -150	-54%	-$7.1K	﹤0.01%	1658
2026 Q1	$13.1K	Hold	280	–	–	﹤0.01%	1332
2025 Q4	$11.7K	Hold	280	–	–	﹤0.01%	1327
2025 Q3	$12.1K	Hold	280	–	–	﹤0.01%	1312
2025 Q2	$11.3K	Hold	280	–	–	﹤0.01%	1306
2025 Q1	$11.2K	Buy	280 +5	+2%	+$193	﹤0.01%	1266
2024 Q4	$10.1K	Hold	275	–	–	﹤0.01%	1251
2024 Q3	$9.53K	Buy	275 +49	+22%	+$1.56K	﹤0.01%	1214
2024 Q2	$6.51K	Hold	226	–	–	﹤0.01%	1268
2024 Q1	$6.25K	Hold	226	–	–	﹤0.01%	1265
2023 Q4	$6K	Hold	226	–	–	﹤0.01%	1226
2023 Q3	$5.58K	Hold	226	–	–	﹤0.01%	1165
2023 Q2	$6.18K	Hold	226	–	–	﹤0.01%	1128
2023 Q1	$6.32K	Hold	226	–	–	﹤0.01%	1063
2022 Q4	$6.2K	Buy	226 +150	+197%	+$3.94K	﹤0.01%	997
2022 Q3	$2K	Hold	76	–	–	﹤0.01%	1176
2022 Q2	$2K	Hold	76	–	–	﹤0.01%	1135
2022 Q1	$2K	Buy	+76	New	+$2.21K	﹤0.01%	1171
2021 Q4	–	Sell	-60	Closed	-$1K	–	1360
2021 Q3	$1K	Hold	60	–	–	﹤0.01%	1367
2021 Q2	$1K	Hold	60	–	–	﹤0.01%	1385
2021 Q1	$1K	Hold	60	–	–	﹤0.01%	1271
2020 Q4	$1K	Hold	60	–	–	﹤0.01%	1194
2020 Q3	$1K	Hold	60	–	–	﹤0.01%	1165
2020 Q2	$1K	Buy	+60	New	+$1.45K	﹤0.01%	1110
2020 Q1	–	Sell	-1	Closed	–	–	559
2019 Q4	$0	Sell	1 -456	-100%	-$12.5K	﹤0.01%	597
2019 Q3	$13K	Hold	457	–	–	0.01%	382
2019 Q2	$13K	Hold	457	–	–	0.01%	378
2019 Q1	$13K	Hold	457	–	–	0.01%	359
2018 Q4	$12K	Buy	457 +1	+0.2%	+$26	0.01%	342
2018 Q3	$11K	Buy	+456	New	+$12.1K	0.01%	428

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Creative Financial Designs's NI Position: Q2 2026 in Review

Creative Financial Designs reduced its NiSource (NI) stake by 54% in Q2 2026, selling an estimated $7.1K and leaving 130 shares worth $6.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Creative Financial Designs first reported a position in NI in Q3 2018 and has held it in 30 quarters since. The position peaked at $13.1K in Q1 2026. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Creative Financial Designs held 130 shares of NiSource worth $6.18K as of Q2 2026.
Creative Financial Designs sold 150 NiSource shares in Q2 2026, an estimated $7.1K.
NiSource made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1658 holding.
Creative Financial Designs first reported a position in NiSource in Q3 2018 and has held it in 30 quarters since.
Creative Financial Designs's NiSource position peaked at $13.1K in Q1 2026.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.