Focus Partners Wealth
NI icon

Focus Partners Wealth’s NiSource NI Stock Holding History

Focus Partners 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 		$1.53M Buy
32,149
+9,746
+44% +$461K ﹤0.01% 1455
2026
Q1 		$1.05M Sell
22,403
-9,642
-30% -$434K ﹤0.01% 1603
2025
Q4 		$1.34M Buy
32,045
+18,040
+129% +$771K ﹤0.01% 1503
2025
Q3 		$606K Sell
14,005
-8,056
-37% -$334K ﹤0.01% 1531
2025
Q2 		$890K Buy
22,061
+9,716
+79% +$381K ﹤0.01% 1193
2025
Q1 		$495K Buy
12,345
+205
+2% +$7.9K ﹤0.01% 1349
2024
Q4 		$446K Buy
12,140
+3,692
+44% +$133K ﹤0.01% 1381
2024
Q3 		$293K Buy
+8,448
New +$270K ﹤0.01% 1339

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

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

Focus Partners Wealth increased its NiSource (NI) stake by 44% in Q2 2026, buying an estimated $461K and bringing the position to 32,149 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Focus Partners Wealth first reported a position in NI in Q3 2024 and has held it in 8 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Focus Partners Wealth held 32,149 shares of NiSource worth $1.53M as of Q2 2026.
  • Focus Partners Wealth bought 9,746 NiSource shares in Q2 2026, an estimated $461K.
  • NiSource made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1455 holding.
  • Focus Partners Wealth first reported a position in NiSource in Q3 2024 and has held it in 8 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

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