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Garton & Associates Financial Advisors’s NiSource NI Stock Holding History

Garton & Associates 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
Q1 		– Sell
-425
Closed -$17.7K – 491
2025
Q4 		$17.7K Buy
+425
New +$18.2K 0.01% 681

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Garton & Associates Financial Advisors's NI Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of NiSource (NI) in Q1 2026, closing a stake of 425 shares — an estimated $17.7K sold.

Garton & Associates Financial Advisors first reported a position in NI in Q4 2025 and held it in 1 quarter. The position peaked at $17.7K in Q4 2025. 883 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 425 NiSource shares in Q1 2026, an estimated $17.7K.
  • Garton & Associates Financial Advisors first reported a position in NiSource in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's NiSource position peaked at $17.7K in Q4 2025.
  • 883 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.