Golden State Wealth Management’s NiSource NI Stock Holding History

Golden State 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	$4.38K	Hold	92	–	–	﹤0.01%	1283
2026 Q1	$4.29K	Hold	92	–	–	﹤0.01%	1237
2025 Q4	$3.84K	Hold	92	–	–	﹤0.01%	1281
2025 Q3	$3.98K	Hold	92	–	–	﹤0.01%	1289
2025 Q2	$3.71K	Hold	92	–	–	﹤0.01%	1277
2025 Q1	$3.69K	Hold	92	–	–	﹤0.01%	1227
2024 Q4	$3.38K	Buy	+92	New	+$3.3K	﹤0.01%	1183
2020 Q2	–	Sell	-23	Closed	-$1K	–	689
2020 Q1	$1K	Buy	+23	New	+$636	﹤0.01%	925
2019 Q4	–	Sell	-23	Closed	-$1K	–	625
2019 Q3	$1K	Hold	23	–	–	﹤0.01%	1031
2019 Q2	$0	Hold	23	–	–	﹤0.01%	1130
2019 Q1	$1K	Buy	+23	New	+$620	﹤0.01%	1076

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

Golden State Wealth Management's NI Position: Q2 2026 in Review

Golden State Wealth Management held its NiSource (NI) position steady in Q2 2026 at 92 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Golden State Wealth Management first reported a position in NI in Q1 2019 and has held it in 11 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Golden State Wealth Management held 92 shares of NiSource worth $4.38K as of Q2 2026.
Golden State Wealth Management left its NiSource share count unchanged in Q2 2026.
NiSource made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1283 holding.
Golden State Wealth Management first reported a position in NiSource in Q1 2019 and has held it in 11 quarters since.
914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.