FHWM
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Fox Hill Wealth Management’s NiSource NI Stock Holding History

Fox Hill Wealth Management’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 		$2.64M Buy
55,599
+1,267
+2% +$60K 1.06% 28
2026
Q1 		$2.54M Sell
54,332
-414
-0.8% -$18.7K 1.22% 28
2025
Q4 		$2.29M Buy
54,746
+1,644
+3% +$70.2K 1.06% 31
2025
Q3 		$2.3M Buy
53,102
+4,370
+9% +$181K 1.08% 30
2025
Q2 		$1.97M Buy
48,732
+1,077
+2% +$42.2K 1.01% 28
2025
Q1 		$1.91M Sell
47,655
-1,501
-3% -$57.8K 1.13% 28
2024
Q4 		$1.81M Sell
49,156
-198
-0.4% -$7.11K 1.02% 28
2024
Q3 		$1.71M Sell
49,354
-632
-1% -$20.2K 0.94% 32
2024
Q2 		$1.44M Buy
49,986
+1,064
+2% +$30K 0.88% 34
2024
Q1 		$1.35M Buy
48,922
+1,285
+3% +$33.8K 0.91% 34
2023
Q4 		$1.26M Buy
+47,637
New +$1.22M 0.97% 32

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

Fox Hill Wealth Management's NI Position: Q2 2026 in Review

Fox Hill Wealth Management increased its NiSource (NI) stake by 2.3% in Q2 2026, buying an estimated $60K and bringing the position to 55,599 shares worth $2.64M. The position accounts for 1.06% of the portfolio, ranked #28.

Fox Hill Wealth Management first reported a position in NI in Q4 2023 and has held it in 11 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Fox Hill Wealth Management held 55,599 shares of NiSource worth $2.64M as of Q2 2026.
  • Fox Hill Wealth Management bought 1,267 NiSource shares in Q2 2026, an estimated $60K.
  • NiSource made up 1.06% of Fox Hill Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Fox Hill Wealth Management first reported a position in NiSource in Q4 2023 and has held it in 11 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.