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JNBA Financial Advisors’s NiSource NI Stock Holding History

JNBA Financial 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
Q1 		– Sell
-244
Closed -$10.2K – 862
2025
Q4 		$10.2K Hold
244
– – ﹤0.01% 488
2025
Q3 		$10.6K Hold
244
– – ﹤0.01% 471
2025
Q2 		$9.84K Hold
244
– – ﹤0.01% 468
2025
Q1 		$9.78K Hold
244
– – ﹤0.01% 464
2024
Q4 		$8.97K Hold
244
– – ﹤0.01% 472
2024
Q3 		$8.46K Buy
+244
New +$7.79K ﹤0.01% 473
2019
Q3 		– Sell
-100
Closed -$3K – 662
2019
Q2 		$3K Buy
+100
New +$2.82K ﹤0.01% 572
2018
Q4 		– Sell
-769
Closed -$19K – 663
2018
Q3 		$19K Buy
+769
New +$20.4K 0.01% 320
2016
Q4 		– Sell
-1,504
Closed -$36K – 1028
2016
Q3 		$36K Buy
+1,504
New +$37.6K 0.01% 624

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JNBA Financial Advisors's NI Position: Q1 2026 in Review

JNBA Financial Advisors sold out of NiSource (NI) in Q1 2026, closing a stake of 244 shares — an estimated $10.2K sold.

JNBA Financial Advisors first reported a position in NI in Q3 2016 and held it in 9 quarters. The position peaked at $36K in Q3 2016. 886 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • JNBA Financial Advisors reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
  • JNBA Financial Advisors sold 244 NiSource shares in Q1 2026, an estimated $10.2K.
  • JNBA Financial Advisors first reported a position in NiSource in Q3 2016 and held it in 9 quarters.
  • JNBA Financial Advisors's NiSource position peaked at $36K in Q3 2016.
  • 886 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.