Graybill Wealth Management’s NiSource NI Stock Holding History

Graybill 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
2025 Q2	–	Sell	-300	Closed	-$12K	–	137
2025 Q1	$12K	Buy	+300	New	+$11.6K	﹤0.01%	137

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Graybill Wealth Management's NI Position: Q2 2025 in Review

Graybill Wealth Management sold out of NiSource (NI) in Q2 2025, closing a stake of 300 shares — an estimated $12K sold.

Graybill Wealth Management first reported a position in NI in Q1 2025 and held it in 1 quarter. The position peaked at $12K in Q1 2025. 773 funds tracked by Wall St. Rank hold NI as of Q2 2025.

Graybill Wealth Management reported no remaining NiSource position as of Q2 2025 after selling out during the quarter.
Graybill Wealth Management sold 300 NiSource shares in Q2 2025, an estimated $12K.
Graybill Wealth Management first reported a position in NiSource in Q1 2025 and held it in 1 quarter.
Graybill Wealth Management's NiSource position peaked at $12K in Q1 2025.
773 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on Graybill Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.