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Heritage Wealth Advisors’s NiSource NI Stock Holding History

Heritage Wealth Advisors’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 		$101K Hold
2,126
– – ﹤0.01% 265
2026
Q1 		$99.2K Buy
+2,126
New +$95.8K ﹤0.01% 253
2020
Q1 		– Sell
-19
Closed -$529 – 537
2019
Q4 		$529 Buy
+19
New +$521 ﹤0.01% 698
2019
Q3 		– Sell
-51
Closed -$1.47K – 458
2019
Q2 		$1.47K Hold
51
– – ﹤0.01% 433
2019
Q1 		$1.46K Buy
51
+1
+2% +$27 ﹤0.01% 419
2018
Q4 		$1K Hold
50
– – ﹤0.01% 373
2018
Q3 		$1K Buy
+50
New +$1.32K ﹤0.01% 371

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
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

Heritage Wealth Advisors's NI Position: Q2 2026 in Review

Heritage Wealth Advisors held its NiSource (NI) position steady in Q2 2026 at 2,126 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Heritage Wealth Advisors first reported a position in NI in Q3 2018 and has held it in 7 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Heritage Wealth Advisors held 2,126 shares of NiSource worth $101K as of Q2 2026.
  • Heritage Wealth Advisors left its NiSource share count unchanged in Q2 2026.
  • NiSource made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #265 holding.
  • Heritage Wealth Advisors first reported a position in NiSource in Q3 2018 and has held it in 7 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.