HWM
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HB Wealth Management’s NiSource NI Stock Holding History

HB 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 		$974K Buy
20,479
+5,011
+32% +$237K 0.01% 756
2026
Q1 		$722K Buy
15,468
+1,271
+9% +$57.3K ﹤0.01% 809
2025
Q4 		$593K Buy
14,197
+158
+1% +$6.75K ﹤0.01% 836
2025
Q3 		$608K Buy
14,039
+820
+6% +$33.9K ﹤0.01% 781
2025
Q2 		$533K Sell
13,219
-205
-2% -$8.04K ﹤0.01% 715
2025
Q1 		$538K Buy
13,424
+4,467
+50% +$172K ﹤0.01% 735
2024
Q4 		$329K Buy
8,957
+1,885
+27% +$67.7K ﹤0.01% 772
2024
Q3 		$245K Buy
+7,072
New +$226K ﹤0.01% 829
2023
Q4 		– Sell
-9,110
Closed -$225K – 816
2023
Q3 		$225K Buy
+9,110
New +$246K ﹤0.01% 668

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

HB Wealth Management's NI Position: Q2 2026 in Review

HB Wealth Management increased its NiSource (NI) stake by 32% in Q2 2026, buying an estimated $237K and bringing the position to 20,479 shares worth $974K. The position accounts for 0.01% of the portfolio, ranked #756.

HB Wealth Management first reported a position in NI in Q3 2023 and has held it in 9 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • HB Wealth Management held 20,479 shares of NiSource worth $974K as of Q2 2026.
  • HB Wealth Management bought 5,011 NiSource shares in Q2 2026, an estimated $237K.
  • NiSource made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #756 holding.
  • HB Wealth Management first reported a position in NiSource in Q3 2023 and has held it in 9 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.