Evolve Private Wealth’s NiSource NI Stock Holding History

Evolve Private 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	-11,563	Closed	-$540K	–	1164
2026 Q1	$540K	Buy	11,563 +401	+4%	+$18.1K	0.03%	545
2025 Q4	$466K	Buy	+11,162	New	+$477K	0.03%	557

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

Evolve Private Wealth's NI Position: Q2 2026 in Review

Evolve Private Wealth sold out of NiSource (NI) in Q2 2026, closing a stake of 11,563 shares — an estimated $540K sold.

Evolve Private Wealth first reported a position in NI in Q4 2025 and held it in 2 quarters. The position peaked at $540K in Q1 2026. 910 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Evolve Private Wealth reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 11,563 NiSource shares in Q2 2026, an estimated $540K.
Evolve Private Wealth first reported a position in NiSource in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's NiSource position peaked at $540K in Q1 2026.
910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.