IFP Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.12M | Sell |
23,620
-5,687
| -19% | -$269K | 0.02% | 690 |
|
|
2026
Q1 | $1.37M | Sell |
29,307
-2,047
| -7% | -$92.2K | 0.03% | 575 |
|
|
2025
Q4 | $1.31M | Buy |
31,354
+27,754
| +771% | +$1.19M | 0.03% | 554 |
|
|
2025
Q3 | $156K | Buy |
3,600
+2,291
| +175% | +$94.8K | ﹤0.01% | 1417 |
|
|
2025
Q2 | $256K | Sell |
1,309
-2,874
| -69% | -$113K | 0.01% | 1142 |
|
|
2025
Q1 | $179K | Buy |
4,183
+109
| +3% | +$4.2K | 0.01% | 1231 |
|
|
2024
Q4 | $160K | Buy |
4,074
+67
| +2% | +$2.41K | 0.01% | 1240 |
|
|
2024
Q3 | $139K | Buy |
4,007
+89
| +2% | +$2.84K | 0.01% | 1265 |
|
|
2024
Q2 | $113K | Sell |
3,918
-2,472
| -39% | -$69.7K | ﹤0.01% | 1312 |
|
|
2024
Q1 | $177K | Sell |
6,390
-2,204
| -26% | -$57.9K | 0.01% | 1059 |
|
|
2023
Q4 | $228K | Sell |
8,594
-5,442
| -39% | -$140K | 0.01% | 892 |
|
|
2023
Q3 | $346K | Buy |
14,036
+777
| +6% | +$21K | 0.02% | 726 |
|
|
2023
Q2 | $363K | Buy |
13,259
+368
| +3% | +$10.2K | 0.02% | 770 |
|
|
2023
Q1 | $328K | Sell |
12,891
-2,768
| -18% | -$75.7K | 0.01% | 743 |
|
|
2022
Q4 | $398K | Buy |
15,659
+11,067
| +241% | +$291K | 0.01% | 999 |
|
|
2022
Q3 | $119K | Buy |
4,592
+1,527
| +50% | +$45K | ﹤0.01% | 1734 |
|
|
2022
Q2 | $81K | Hold |
3,065
| – | – | ﹤0.01% | 1826 |
|
|
2022
Q1 | $81K | Buy |
3,065
+2,108
| +220% | +$61.2K | ﹤0.01% | 1826 |
|
|
2021
Q4 | $28K | Hold |
957
| – | – | ﹤0.01% | 1798 |
|
|
2021
Q3 | $25K | Hold |
957
| – | – | ﹤0.01% | 1890 |
|
|
2021
Q2 | $24K | Buy |
957
+21
| +2% | +$534 | ﹤0.01% | 1854 |
|
|
2021
Q1 | $23K | Sell |
936
-9,936
| -91% | -$224K | ﹤0.01% | 1797 |
|
|
2020
Q4 | $253K | Sell |
10,872
-370
| -3% | -$8.65K | 0.01% | 717 |
|
|
2020
Q3 | $248K | Buy |
11,242
+173
| +2% | +$4.01K | 0.01% | 632 |
|
|
2020
Q2 | $254K | Buy |
11,069
+1,800
| +19% | +$43.4K | 0.02% | 584 |
|
|
2020
Q1 | $227K | Buy |
9,269
+167
| +2% | +$4.62K | 0.02% | 535 |
|
|
2019
Q4 | $248K | Buy |
9,102
+2,135
| +31% | +$58.5K | 0.02% | 604 |
|
|
2019
Q3 | $214K | Buy |
+6,967
| New | +$204K | 0.01% | 746 |
|
|
2019
Q1 | $130K | Sell |
4,620
-5,407
| -54% | -$146K | 0.02% | 600 |
|
|
2018
Q4 | $255K | Sell |
10,027
-12,803
| -56% | -$330K | 0.02% | 774 |
|
|
2018
Q3 | $569K | Buy |
22,830
+930
| +4% | +$24.6K | 0.02% | 627 |
|
|
2018
Q2 | $576K | Sell |
21,900
-729
| -3% | -$17.9K | 0.02% | 605 |
|
|
2018
Q1 | $581K | Hold |
22,629
| – | – | 0.03% | 562 |
|
|
2017
Q4 | $581K | Sell |
22,629
-24,561
| -52% | -$652K | 0.03% | 561 |
|
|
2017
Q3 | $1.21M | Sell |
47,190
-687
| -1% | -$18.1K | 0.05% | 389 |
|
|
2017
Q2 | $1.21M | Sell |
47,877
-165
| -0.3% | -$4.11K | 0.05% | 375 |
|
|
2017
Q1 | $1.14M | Sell |
48,042
-97
| -0.2% | -$2.22K | 0.05% | 391 |
|
|
2016
Q4 | $1.07M | Sell |
48,139
-292
| -0.6% | -$6.5K | 0.05% | 363 |
|
|
2016
Q3 | $1.17M | Sell |
48,431
-1,863
| -4% | -$46.6K | 0.06% | 323 |
|
|
2016
Q2 | $1.33M | Buy |
50,294
+45,674
| +989% | +$1.1M | 0.07% | 292 |
|
|
2016
Q1 | $130K | Sell |
4,620
-13,097
| -74% | -$281K | 0.02% | 600 |
|
|
2015
Q4 | $346K | Buy |
+17,717
| New | +$341K | 0.02% | 602 |
|
Other funds holding NI
IFP Advisors's NI Position: Q2 2026 in Review
IFP Advisors reduced its NiSource (NI) stake by 19% in Q2 2026, selling an estimated $269K and leaving 23,620 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #690.
IFP Advisors first reported a position in NI in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.37M in Q1 2026. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.
- IFP Advisors held 23,620 shares of NiSource worth $1.12M as of Q2 2026.
- IFP Advisors sold 5,687 NiSource shares in Q2 2026, an estimated $269K.
- NiSource made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #690 holding.
- IFP Advisors first reported a position in NiSource in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's NiSource position peaked at $1.37M in Q1 2026.
- 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.