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Dogwood Wealth Management’s NiSource NI Stock Holding History

Dogwood 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 		$5.33K Buy
112
+39
+53% +$1.85K ﹤0.01% 500
2026
Q1 		$3.41K Sell
73
-5,976
-99% -$269K ﹤0.01% 549
2025
Q4 		$253K Buy
+6,049
New +$258K 0.11% 87

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Dogwood Wealth Management increased its NiSource (NI) stake by 53% in Q2 2026, buying an estimated $1.85K and bringing the position to 112 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Dogwood Wealth Management first reported a position in NI in Q4 2025 and has held it in 3 quarters since. The position peaked at $253K in Q4 2025. 910 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Dogwood Wealth Management held 112 shares of NiSource worth $5.33K as of Q2 2026.
  • Dogwood Wealth Management bought 39 NiSource shares in Q2 2026, an estimated $1.85K.
  • NiSource made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #500 holding.
  • Dogwood Wealth Management first reported a position in NiSource in Q4 2025 and has held it in 3 quarters since.
  • Dogwood Wealth Management's NiSource position peaked at $253K in Q4 2025.
  • 910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.