Intentional Wealth Strategies’s NiSource NI Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-19	Closed	-$887	–	609
2026 Q1	$887	Buy	+19	New	+$856	﹤0.01%	780

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

Intentional Wealth Strategies's NI Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of NiSource (NI) in Q2 2026, closing a stake of 19 shares — an estimated $887 sold.

Intentional Wealth Strategies first reported a position in NI in Q1 2026 and held it in 1 quarter. The position peaked at $887 in Q1 2026. 910 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Intentional Wealth Strategies reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 19 NiSource shares in Q2 2026, an estimated $887.
Intentional Wealth Strategies first reported a position in NiSource in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's NiSource position peaked at $887 in Q1 2026.
910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

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