IHT Wealth Management’s NiSource NI Stock Holding History

IHT Wealth Management’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	$370K	Sell	7,780 -433	-5%	-$20.5K	0.01%	945
2026 Q1	$383K	Buy	8,213 +43	+0.5%	+$1.94K	0.01%	927
2025 Q4	$341K	Sell	8,170 -562	-6%	-$24K	0.01%	918
2025 Q3	$378K	Buy	8,732 +97	+1%	+$4.02K	0.01%	834
2025 Q2	$348K	Buy	8,635 +13	+0.2%	+$510	0.01%	826
2025 Q1	$346K	Sell	8,622 -421	-5%	-$16.2K	0.01%	801
2024 Q4	$332K	Sell	9,043 -946	-9%	-$34K	0.01%	825
2024 Q3	$346K	Buy	9,989 +139	+1%	+$4.43K	0.01%	861
2024 Q2	$284K	Buy	+9,850	New	+$278K	0.01%	816
2018 Q2	–	Sell	-327	Closed	-$8K	–	1027
2018 Q1	$8K	Hold	327	–	–	﹤0.01%	1241
2017 Q4	$8K	Hold	327	–	–	﹤0.01%	1241
2017 Q3	$8K	Hold	327	–	–	﹤0.01%	1008
2017 Q2	$33	Buy	+327	New	+$8.15K	0.02%	633

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

IHT Wealth Management's NI Position: Q2 2026 in Review

IHT Wealth Management reduced its NiSource (NI) stake by 5.3% in Q2 2026, selling an estimated $20.5K and leaving 7,780 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #945.

IHT Wealth Management first reported a position in NI in Q2 2017 and has held it in 13 quarters since. The position peaked at $383K in Q1 2026. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

IHT Wealth Management held 7,780 shares of NiSource worth $370K as of Q2 2026.
IHT Wealth Management sold 433 NiSource shares in Q2 2026, an estimated $20.5K.
NiSource made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #945 holding.
IHT Wealth Management first reported a position in NiSource in Q2 2017 and has held it in 13 quarters since.
IHT Wealth Management's NiSource position peaked at $383K in Q1 2026.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

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