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International Private Wealth Advisors’s NiSource NI Stock Holding History

International Private Wealth Advisors’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 		$311K Buy
+6,550
New +$310K 0.16% 132
2025
Q2 		– Sell
-8,884
Closed -$356K – 176
2025
Q1 		$356K Sell
8,884
-4,012
-31% -$155K 0.34% 90
2024
Q4 		$474K Sell
12,896
-85
-0.7% -$3.05K 0.47% 51
2024
Q3 		$450K Sell
12,981
-804
-6% -$25.7K 0.66% 38
2024
Q2 		$397K Buy
13,785
+915
+7% +$25.8K 0.67% 40
2024
Q1 		$356K Buy
+12,870
New +$338K 0.69% 49

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

International Private Wealth Advisors's NI Position: Q2 2026 in Review

International Private Wealth Advisors opened a new position in NiSource (NI) in Q2 2026: 6,550 shares worth $311K. The stake represents 0.16% of the portfolio and ranks #132 among its holdings. This is a return to the name: International Private Wealth Advisors previously reported a position in NI as recently as Q1 2025.

International Private Wealth Advisors first reported a position in NI in Q1 2024 and has held it in 6 quarters since. The position peaked at $474K in Q4 2024. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • International Private Wealth Advisors held 6,550 shares of NiSource worth $311K as of Q2 2026.
  • NiSource was a new International Private Wealth Advisors position in Q2 2026.
  • NiSource made up 0.16% of International Private Wealth Advisors's portfolio in Q2 2026, its #132 holding.
  • International Private Wealth Advisors first reported a position in NiSource in Q1 2024 and has held it in 6 quarters since.
  • International Private Wealth Advisors's NiSource position peaked at $474K in Q4 2024.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.