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 Q2	$524K	Sell	11,019 -43	-0.4%	-$2.04K	0.04%	154
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 $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

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

IBEX Wealth Advisors reduced its NiSource (NI) stake by 0.39% in Q2 2026, selling an estimated $2.04K and leaving 11,019 shares worth $524K. The position accounts for 0.04% of the portfolio, ranked #154.

IBEX Wealth Advisors first reported a position in NI in Q3 2016 and has held it in 8 quarters since. The position peaked at $1.05M in Q3 2016. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

IBEX Wealth Advisors held 11,019 shares of NiSource worth $524K as of Q2 2026.
IBEX Wealth Advisors sold 43 NiSource shares in Q2 2026, an estimated $2.04K.
NiSource made up 0.04% of IBEX Wealth Advisors's portfolio in Q2 2026, its #154 holding.
IBEX Wealth Advisors first reported a position in NiSource in Q3 2016 and has held it in 8 quarters since.
IBEX Wealth Advisors's NiSource position peaked at $1.05M in Q3 2016.
915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.