IBEX Wealth Advisors’s NiSource NI Stock Holding History

IBEX 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 Q1	$516K	Hold	11,062	–	–	0.05%	151
2025 Q4	$462K	Sell	11,062 -505	-4%	-$21.6K	0.05%	113
2025 Q3	$501K	Buy	11,567 +35	+0.3%	+$1.45K	0.05%	158
2025 Q2	$465K	Buy	+11,532	New	+$452K	0.05%	152
2019 Q3	–	Sell	-4,621	Closed	-$133K	–	280
2019 Q2	$133K	Buy	+4,621	New	+$130K	0.04%	152
2017 Q1	–	Sell	-51	Closed	-$1K	–	264
2016 Q4	$1K	Sell	51 -43,499	-100%	-$968K	﹤0.01%	447
2016 Q3	$1.05M	Buy	+43,550	New	+$1.09M	0.58%	58

Other funds holding NI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

IBEX Wealth Advisors's NI Position: Q1 2026 in Review

IBEX Wealth Advisors held its NiSource (NI) position steady in Q1 2026 at 11,062 shares worth $516K. The position accounts for 0.05% of the portfolio, ranked #151.

IBEX Wealth Advisors first reported a position in NI in Q3 2016 and has held it in 7 quarters since. The position peaked at $1.05M in Q3 2016. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

IBEX Wealth Advisors held 11,062 shares of NiSource worth $516K as of Q1 2026.
IBEX Wealth Advisors left its NiSource share count unchanged in Q1 2026.
NiSource made up 0.05% of IBEX Wealth Advisors's portfolio in Q1 2026, its #151 holding.
IBEX Wealth Advisors first reported a position in NiSource in Q3 2016 and has held it in 7 quarters since.
IBEX Wealth Advisors's NiSource position peaked at $1.05M in Q3 2016.
877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.