Fortis Group Advisors’s NiSource NI Stock Holding History

Fortis Group 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	$12.2K	Hold	257	–	–	﹤0.01%	374
2026 Q1	$12K	Hold	257	–	–	﹤0.01%	369
2025 Q4	$10.7K	Hold	257	–	–	﹤0.01%	376
2025 Q3	$11.1K	Hold	257	–	–	﹤0.01%	333
2025 Q2	$10.3K	Hold	257	–	–	﹤0.01%	329
2025 Q1	$10.3K	Hold	257	–	–	﹤0.01%	298
2024 Q4	$9.43K	Hold	257	–	–	﹤0.01%	311
2024 Q3	$8.89K	Hold	257	–	–	﹤0.01%	305
2024 Q2	$7.39K	Hold	257	–	–	﹤0.01%	317
2024 Q1	$7.09K	Sell	257 -256	-50%	-$6.73K	﹤0.01%	342
2023 Q4	$13.6K	Buy	513 +256	+100%	+$6.58K	﹤0.01%	271
2023 Q3	$6.33K	Buy	+257	New	+$6.95K	﹤0.01%	267
2020 Q3	$5K	Buy	+256	New	+$5.94K	﹤0.01%	339

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

Fortis Group Advisors's NI Position: Q2 2026 in Review

Fortis Group Advisors held its NiSource (NI) position steady in Q2 2026 at 257 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Fortis Group Advisors first reported a position in NI in Q3 2020 and has held it in 13 quarters since. The position peaked at $13.6K in Q4 2023. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Fortis Group Advisors held 257 shares of NiSource worth $12.2K as of Q2 2026.
Fortis Group Advisors left its NiSource share count unchanged in Q2 2026.
NiSource made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #374 holding.
Fortis Group Advisors first reported a position in NiSource in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's NiSource position peaked at $13.6K in Q4 2023.
916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.