IMA Advisory Services’s NiSource NI Stock Holding History

IMA Advisory Services’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	$238	Hold	5	–	–	﹤0.01%	1330
2026 Q1	$233	Hold	5	–	–	﹤0.01%	950
2025 Q4	$208	Hold	5	–	–	﹤0.01%	942
2025 Q3	$217	Hold	5	–	–	﹤0.01%	487
2025 Q2	$202	Buy	+5	New	+$196	﹤0.01%	495

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

IMA Advisory Services's NI Position: Q2 2026 in Review

IMA Advisory Services held its NiSource (NI) position steady in Q2 2026 at 5 shares worth $238. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

IMA Advisory Services first reported a position in NI in Q2 2025 and has held it in 5 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

IMA Advisory Services held 5 shares of NiSource worth $238 as of Q2 2026.
IMA Advisory Services left its NiSource share count unchanged in Q2 2026.
NiSource made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1330 holding.
IMA Advisory Services first reported a position in NiSource in Q2 2025 and has held it in 5 quarters since.
914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.