Curio Wealth’s NiSource NI Stock Holding History

Curio Wealth’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	–	Sell	-4	Closed	-$187	–	766
2026 Q1	$187	Buy	+4	New	+$180	﹤0.01%	802

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

Curio Wealth's NI Position: Q2 2026 in Review

Curio Wealth sold out of NiSource (NI) in Q2 2026, closing a stake of 4 shares — an estimated $187 sold.

Curio Wealth first reported a position in NI in Q1 2026 and held it in 1 quarter. The position peaked at $187 in Q1 2026. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Curio Wealth reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 4 NiSource shares in Q2 2026, an estimated $187.
Curio Wealth first reported a position in NiSource in Q1 2026 and held it in 1 quarter.
Curio Wealth's NiSource position peaked at $187 in Q1 2026.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.