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Golden State Equity Partners’s NiSource NI Stock Holding History

Golden State Equity Partners’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 		– Sell
-99
Closed -$4.62K – 1235
2026
Q1 		$4.62K Buy
+99
New +$4.46K ﹤0.01% 1488
2024
Q4 		– Sell
-1,016
Closed -$35.2K – 718
2024
Q3 		$35.2K Buy
+1,016
New +$32.4K 0.01% 586

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Vanguard Capital Management
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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

Golden State Equity Partners's NI Position: Q2 2026 in Review

Golden State Equity Partners sold out of NiSource (NI) in Q2 2026, closing a stake of 99 shares — an estimated $4.62K sold.

Golden State Equity Partners first reported a position in NI in Q3 2024 and held it in 2 quarters. The position peaked at $35.2K in Q3 2024. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Golden State Equity Partners reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 99 NiSource shares in Q2 2026, an estimated $4.62K.
  • Golden State Equity Partners first reported a position in NiSource in Q3 2024 and held it in 2 quarters.
  • Golden State Equity Partners's NiSource position peaked at $35.2K in Q3 2024.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.