FGA
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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return