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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
Q2 		$1.08M Buy
22,671
+3,932
+21% +$186K 0.01% 858
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
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 $3.38T 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kestra Private Wealth Services's NI Position: Q2 2026 in Review

Kestra Private Wealth Services increased its NiSource (NI) stake by 21% in Q2 2026, buying an estimated $186K and bringing the position to 22,671 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #858.

Kestra Private Wealth Services first reported a position in NI in Q3 2023 and has held it in 9 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Kestra Private Wealth Services held 22,671 shares of NiSource worth $1.08M as of Q2 2026.
  • Kestra Private Wealth Services bought 3,932 NiSource shares in Q2 2026, an estimated $186K.
  • NiSource made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #858 holding.
  • Kestra Private Wealth Services first reported a position in NiSource in Q3 2023 and has held it in 9 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

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