Kestra Private Wealth Services’s NiSource NI Stock Holding History

Kestra Private Wealth Services’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	$874K	Buy	18,739 +13,231	+240%	+$596K	0.01%	902
2025 Q4	$230K	Buy	5,508 +127	+2%	+$5.42K	﹤0.01%	1547
2025 Q3	$233K	Sell	5,381 -17,073	-76%	-$707K	﹤0.01%	1490
2025 Q2	$906K	Buy	22,454 +16,555	+281%	+$649K	0.01%	779
2025 Q1	$236K	Buy	+5,899	New	+$227K	﹤0.01%	1304
2024 Q2	–	Sell	-10,220	Closed	-$283K	–	1388
2024 Q1	$283K	Sell	10,220 -783	-7%	-$20.6K	0.01%	1040
2023 Q4	$292K	Buy	11,003 +803	+8%	+$20.6K	0.01%	962
2023 Q3	$252K	Buy	+10,200	New	+$276K	0.01%	946

Other funds holding NI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kestra Private Wealth Services's NI Position: Q1 2026 in Review

Kestra Private Wealth Services increased its NiSource (NI) stake by 240% in Q1 2026, buying an estimated $596K and bringing the position to 18,739 shares worth $874K. The position accounts for 0.01% of the portfolio, ranked #902.

Kestra Private Wealth Services first reported a position in NI in Q3 2023 and has held it in 8 quarters since. The position peaked at $906K in Q2 2025. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Kestra Private Wealth Services held 18,739 shares of NiSource worth $874K as of Q1 2026.
Kestra Private Wealth Services bought 13,231 NiSource shares in Q1 2026, an estimated $596K.
NiSource made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #902 holding.
Kestra Private Wealth Services first reported a position in NiSource in Q3 2023 and has held it in 8 quarters since.
Kestra Private Wealth Services's NiSource position peaked at $906K in Q2 2025.
877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.