Curated Wealth Partners’s NiSource NI Stock Holding History

Curated 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	$372K	Buy	+18,486	New	+$875K	0.05%	359

Other funds holding NI

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

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

Curated Wealth Partners opened a new position in NiSource (NI) in Q2 2026: 18,486 shares worth $372K. The stake represents 0.05% of the portfolio and ranks #359 among its holdings.

250 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Curated Wealth Partners held 18,486 shares of NiSource worth $372K as of Q2 2026.
NiSource was a new Curated Wealth Partners position in Q2 2026.
NiSource made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #359 holding.
250 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

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