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JFS Wealth Advisors’s NiSource NI Stock Holding History

JFS 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 		$20.4K Buy
428
+28
+7% +$1.32K ﹤0.01% 764
2026
Q1 		$18.7K Sell
400
-15
-4% -$676 ﹤0.01% 752
2025
Q4 		$17.3K Buy
415
+89
+27% +$3.8K ﹤0.01% 791
2025
Q3 		$14.1K Sell
326
-4
-1% -$166 ﹤0.01% 788
2025
Q2 		$13.3K Sell
330
-16
-5% -$627 ﹤0.01% 774
2025
Q1 		$13.9K Sell
346
-1,214
-78% -$46.8K ﹤0.01% 769
2024
Q4 		$57.3K Buy
1,560
+10
+0.6% +$359 ﹤0.01% 439
2024
Q3 		$53.7K Buy
1,550
+1,254
+424% +$40K ﹤0.01% 454
2024
Q2 		$8.53K Sell
296
-3
-1% -$85 ﹤0.01% 845
2024
Q1 		$8.27K Sell
299
-31
-9% -$815 ﹤0.01% 880
2023
Q4 		$8.76K Buy
330
+73
+28% +$1.88K ﹤0.01% 815
2023
Q3 		$6.34K Sell
257
-54
-17% -$1.46K ﹤0.01% 897
2023
Q2 		$8.51K Sell
311
-17
-5% -$472 ﹤0.01% 780
2023
Q1 		$9.17K Buy
328
+31
+10% +$848 ﹤0.01% 745
2022
Q4 		$8.14K Buy
297
+57
+24% +$1.5K ﹤0.01% 785
2022
Q3 		$6K Buy
240
+17
+8% +$501 ﹤0.01% 932
2022
Q2 		$7K Buy
223
+25
+13% +$757 ﹤0.01% 887
2022
Q1 		$6K Buy
198
+119
+151% +$3.45K ﹤0.01% 988
2021
Q4 		$2K Buy
+79
New +$2.01K ﹤0.01% 1117

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 $3.37T AUM 44.26% 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

JFS Wealth Advisors's NI Position: Q2 2026 in Review

JFS Wealth Advisors increased its NiSource (NI) stake by 7% in Q2 2026, buying an estimated $1.32K and bringing the position to 428 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

JFS Wealth Advisors first reported a position in NI in Q4 2021 and has held it in 19 quarters since. The position peaked at $57.3K in Q4 2024. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • JFS Wealth Advisors held 428 shares of NiSource worth $20.4K as of Q2 2026.
  • JFS Wealth Advisors bought 28 NiSource shares in Q2 2026, an estimated $1.32K.
  • NiSource made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #764 holding.
  • JFS Wealth Advisors first reported a position in NiSource in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's NiSource position peaked at $57.3K in Q4 2024.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.