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Florida Financial Advisors’s NiSource NI Stock Holding History

Florida Financial Advisors’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 		$1.4M Sell
29,530
-17,886
-38% -$846K 0.24% 110
2026
Q1 		$2.21M Buy
47,416
+7,546
+19% +$340K 0.53% 53
2025
Q4 		$1.67M Buy
39,870
+7,024
+21% +$300K 0.45% 59
2025
Q3 		$1.42M Buy
32,846
+2,482
+8% +$103K 0.44% 57
2025
Q2 		$1.22M Buy
+30,364
New +$1.19M 0.41% 54

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

Florida Financial Advisors's NI Position: Q2 2026 in Review

Florida Financial Advisors reduced its NiSource (NI) stake by 38% in Q2 2026, selling an estimated $846K and leaving 29,530 shares worth $1.4M. The position accounts for 0.24% of the portfolio, ranked #110.

Florida Financial Advisors first reported a position in NI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.21M in Q1 2026. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Florida Financial Advisors held 29,530 shares of NiSource worth $1.4M as of Q2 2026.
  • Florida Financial Advisors sold 17,886 NiSource shares in Q2 2026, an estimated $846K.
  • NiSource made up 0.24% of Florida Financial Advisors's portfolio in Q2 2026, its #110 holding.
  • Florida Financial Advisors first reported a position in NiSource in Q2 2025 and has held it in 5 quarters since.
  • Florida Financial Advisors's NiSource position peaked at $2.21M in Q1 2026.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.