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Global Financial Private Client’s NiSource NI Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-39
Closed -$1.56K – 1118
2025
Q1 		$1.56K Buy
39
+28
+255% +$1.08K ﹤0.01% 936
2024
Q4 		$404 Buy
+11
New +$395 ﹤0.01% 1016
2020
Q2 		– Sell
-63
Closed -$1.45K – 533
2020
Q1 		$1.45K Hold
63
– – ﹤0.01% 471
2019
Q4 		$1.75K Buy
+63
New +$1.73K ﹤0.01% 490

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Financial Private Client's NI Position: Q2 2025 in Review

Global Financial Private Client sold out of NiSource (NI) in Q2 2025, closing a stake of 39 shares — an estimated $1.56K sold.

Global Financial Private Client first reported a position in NI in Q4 2019 and held it in 4 quarters. The position peaked at $1.75K in Q4 2019. 773 funds tracked by Wall St. Rank hold NI as of Q2 2025.

  • Global Financial Private Client reported no remaining NiSource position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 39 NiSource shares in Q2 2025, an estimated $1.56K.
  • Global Financial Private Client first reported a position in NiSource in Q4 2019 and held it in 4 quarters.
  • Global Financial Private Client's NiSource position peaked at $1.75K in Q4 2019.
  • 773 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.