Financial Consulate’s NiSource NI Stock Holding History

Financial Consulate’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	$12.6K	Hold	265	–	–	﹤0.01%	614
2026 Q1	$12.4K	Hold	265	–	–	﹤0.01%	600
2025 Q4	$11.1K	Buy	265 +250	+1,667%	+$10.7K	﹤0.01%	596
2025 Q3	$650	Buy	+15	New	+$621	﹤0.01%	935

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

Financial Consulate's NI Position: Q2 2026 in Review

Financial Consulate held its NiSource (NI) position steady in Q2 2026 at 265 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Financial Consulate first reported a position in NI in Q3 2025 and has held it in 4 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Financial Consulate held 265 shares of NiSource worth $12.6K as of Q2 2026.
Financial Consulate left its NiSource share count unchanged in Q2 2026.
NiSource made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #614 holding.
Financial Consulate first reported a position in NiSource in Q3 2025 and has held it in 4 quarters since.
914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.