GoalVest Advisory’s NiSource NI Stock Holding History

GoalVest Advisory’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	$27.1K	Hold	570	–	–	0.01%	278
2026 Q1	$26.6K	Hold	570	–	–	0.01%	298
2025 Q4	$23.8K	Hold	570	–	–	﹤0.01%	330
2025 Q3	$24.7K	Hold	570	–	–	0.01%	280
2025 Q2	$23K	Buy	570 +566	+14,150%	+$22.2K	0.01%	263
2025 Q1	$160	Buy	+4	New	+$154	﹤0.01%	475
2024 Q1	–	Sell	-290	Closed	-$7.7K	–	450
2023 Q4	$7.7K	Buy	290 +260	+867%	+$6.68K	﹤0.01%	269
2023 Q3	$740	Buy	+30	New	+$811	﹤0.01%	448

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

GoalVest Advisory's NI Position: Q2 2026 in Review

GoalVest Advisory held its NiSource (NI) position steady in Q2 2026 at 570 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #278.

GoalVest Advisory first reported a position in NI in Q3 2023 and has held it in 8 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

GoalVest Advisory held 570 shares of NiSource worth $27.1K as of Q2 2026.
GoalVest Advisory left its NiSource share count unchanged in Q2 2026.
NiSource made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #278 holding.
GoalVest Advisory first reported a position in NiSource in Q3 2023 and has held it in 8 quarters since.
914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.