Darwin Wealth Management’s NiSource NI Stock Holding History

Darwin 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
2026 Q2	$2.41K	Hold	50	–	–	﹤0.01%	505
2026 Q1	$2.35K	Hold	50	–	–	﹤0.01%	482
2025 Q4	$2.09K	Hold	50	–	–	﹤0.01%	519
2025 Q3	$2.17K	Hold	50	–	–	﹤0.01%	496
2025 Q2	$2.02K	Sell	50 -142	-74%	-$5.57K	﹤0.01%	487
2025 Q1	$7.08K	Hold	192	–	–	﹤0.01%	408
2024 Q4	$7.08K	Sell	192 -183	-49%	-$6.57K	﹤0.01%	408
2024 Q3	$13K	Buy	+375	New	+$12K	﹤0.01%	355
2020 Q2	–	Sell	-831	Closed	-$19K	–	537
2020 Q1	$19K	Buy	+831	New	+$23K	0.01%	374
2019 Q4	–	Sell	-96,622	Closed	-$2.89M	–	161
2019 Q3	$2.89M	Buy	96,622 +5,580	+6%	+$164K	0.86%	44
2019 Q2	$2.62M	Buy	91,042 +1,762	+2%	+$49.6K	0.81%	50
2019 Q1	$2.56M	Buy	+89,280	New	+$2.41M	0.84%	44
2016 Q4	–	Sell	-67,525	Closed	-$1.63M	–	116
2016 Q3	$1.63M	Buy	67,525 +12,019	+22%	+$301K	1.26%	31
2016 Q2	$1.47M	Buy	+55,506	New	+$1.33M	1.26%	34

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

Darwin Wealth Management's NI Position: Q2 2026 in Review

Darwin Wealth Management held its NiSource (NI) position steady in Q2 2026 at 50 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Darwin Wealth Management first reported a position in NI in Q2 2016 and has held it in 14 quarters since. The position peaked at $2.89M in Q3 2019. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Darwin Wealth Management held 50 shares of NiSource worth $2.41K as of Q2 2026.
Darwin Wealth Management left its NiSource share count unchanged in Q2 2026.
NiSource made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #505 holding.
Darwin Wealth Management first reported a position in NiSource in Q2 2016 and has held it in 14 quarters since.
Darwin Wealth Management's NiSource position peaked at $2.89M in Q3 2019.
914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.