EWP
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Elevation Wealth Partners’s NiSource NI Stock Holding History

Elevation 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 		$6.04K Hold
127
– – ﹤0.01% 966
2026
Q1 		$5.93K Buy
127
+48
+61% +$2.16K ﹤0.01% 663
2025
Q4 		$3.3K Buy
79
+46
+139% +$1.97K ﹤0.01% 709
2025
Q3 		$1.43K Buy
+33
New +$1.37K ﹤0.01% 700

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

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

Elevation Wealth Partners held its NiSource (NI) position steady in Q2 2026 at 127 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Elevation Wealth Partners first reported a position in NI in Q3 2025 and has held it in 4 quarters since. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Elevation Wealth Partners held 127 shares of NiSource worth $6.04K as of Q2 2026.
  • Elevation Wealth Partners left its NiSource share count unchanged in Q2 2026.
  • NiSource made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #966 holding.
  • Elevation Wealth Partners first reported a position in NiSource in Q3 2025 and has held it in 4 quarters since.
  • 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.