Kestra Advisory Services’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.98M Sell
104,774
-1,487
-1% -$70.4K 0.02% 851
2026
Q1
$4.96M Buy
106,261
+5,198
+5% +$234K 0.02% 790
2025
Q4
$4.22M Buy
101,063
+3,718
+4% +$159K 0.02% 839
2025
Q3
$4.22M Buy
97,345
+90,226
+1,267% +$3.74M 0.02% 777
2025
Q2
$287K Buy
7,119
+1,045
+17% +$41K ﹤0.01% 2388
2025
Q1
$244K Sell
6,074
-364
-6% -$14K ﹤0.01% 2332
2024
Q4
$237K Sell
6,438
-1,451
-18% -$52.1K ﹤0.01% 2391
2024
Q3
$273K Sell
7,889
-1,159
-13% -$37K ﹤0.01% 2152
2024
Q2
$261K Buy
9,048
+1,508
+20% +$42.5K ﹤0.01% 2206
2024
Q1
$209K Buy
+7,540
New +$198K ﹤0.01% 2246
2023
Q4
Sell
-8,392
Closed -$207K 2316
2023
Q3
$207K Buy
+8,392
New +$227K ﹤0.01% 1913
2023
Q1
Sell
-11,770
Closed -$323K 2239
2022
Q4
$323K Buy
+11,770
New +$309K ﹤0.01% 1687
2022
Q3
Sell
-8,202
Closed -$242K 2196
2022
Q2
$242K Buy
+8,202
New +$248K ﹤0.01% 1777

Other funds holding NI

Kestra Advisory Services's NI Position: Q2 2026 in Review

Kestra Advisory Services reduced its NiSource (NI) stake by 1.4% in Q2 2026, selling an estimated $70.4K and leaving 104,774 shares worth $4.98M. The position accounts for 0.02% of the portfolio, ranked #851.

Kestra Advisory Services first reported a position in NI in Q2 2022 and has held it in 13 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Kestra Advisory Services held 104,774 shares of NiSource worth $4.98M as of Q2 2026.
  • Kestra Advisory Services sold 1,487 NiSource shares in Q2 2026, an estimated $70.4K.
  • NiSource made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #851 holding.
  • Kestra Advisory Services first reported a position in NiSource in Q2 2022 and has held it in 13 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.