High Note Wealth’s NiSource NI Stock Holding History

High Note Wealth’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	$2.04K	Buy	43 +39	+975%	+$1.85K	﹤0.01%	809
2026 Q1	$187	Hold	4	–	–	﹤0.01%	908
2025 Q4	$167	Hold	4	–	–	﹤0.01%	879
2025 Q3	$173	Hold	4	–	–	﹤0.01%	818
2025 Q2	$161	Hold	4	–	–	﹤0.01%	840
2025 Q1	$160	Hold	4	–	–	﹤0.01%	825
2024 Q4	$147	Buy	+4	New	+$144	﹤0.01%	843

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

High Note Wealth's NI Position: Q2 2026 in Review

High Note Wealth increased its NiSource (NI) stake by 975% in Q2 2026, buying an estimated $1.85K and bringing the position to 43 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

High Note Wealth first reported a position in NI in Q4 2024 and has held it in 7 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

High Note Wealth held 43 shares of NiSource worth $2.04K as of Q2 2026.
High Note Wealth bought 39 NiSource shares in Q2 2026, an estimated $1.85K.
NiSource made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #809 holding.
High Note Wealth first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.