IFWM
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Institute for Wealth Management’s NiSource NI Stock Holding History

Institute for 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 		$64.4K Buy
+1,354
New +$64.1K 0.01% 807

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Institute for Wealth Management's NI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in NiSource (NI) in Q2 2026: 1,354 shares worth $64.4K. The stake represents 0.01% of the portfolio and ranks #807 among its holdings.

488 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Institute for Wealth Management held 1,354 shares of NiSource worth $64.4K as of Q2 2026.
  • NiSource was a new Institute for Wealth Management position in Q2 2026.
  • NiSource made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #807 holding.
  • 488 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.