JWM
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JPL Wealth Management’s NiSource NI Stock Holding History

JPL 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 		$11K Buy
232
+115
+98% +$5.44K ﹤0.01% 567
2026
Q1 		$5.46K Buy
+117
New +$5.27K ﹤0.01% 673
2025
Q4 		– Sell
-78
Closed -$3.38K – 766
2025
Q3 		$3.38K Buy
+78
New +$3.23K ﹤0.01% 741

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
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

JPL Wealth Management's NI Position: Q2 2026 in Review

JPL Wealth Management increased its NiSource (NI) stake by 98% in Q2 2026, buying an estimated $5.44K and bringing the position to 232 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

JPL Wealth Management first reported a position in NI in Q3 2025 and has held it in 3 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • JPL Wealth Management held 232 shares of NiSource worth $11K as of Q2 2026.
  • JPL Wealth Management bought 115 NiSource shares in Q2 2026, an estimated $5.44K.
  • NiSource made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #567 holding.
  • JPL Wealth Management first reported a position in NiSource in Q3 2025 and has held it in 3 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.