KWM
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Kingsview Wealth Management’s NiSource NI Stock Holding History

Kingsview 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 		$497K Buy
10,461
+2,163
+26% +$102K 0.01% 981
2026
Q1 		$387K Buy
8,298
+155
+2% +$6.98K 0.01% 981
2025
Q4 		$340K Sell
8,143
-1,424
-15% -$60.8K ﹤0.01% 982
2025
Q3 		$414K Sell
9,567
-26
-0.3% -$1.08K 0.01% 866
2025
Q2 		$387K Buy
9,593
+570
+6% +$22.4K 0.01% 861
2025
Q1 		$362K Sell
9,023
-99
-1% -$3.81K 0.01% 827
2024
Q4 		$335K Sell
9,122
-265
-3% -$9.52K 0.01% 853
2024
Q3 		$325K Buy
+9,387
New +$300K 0.01% 861

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

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

Kingsview Wealth Management increased its NiSource (NI) stake by 26% in Q2 2026, buying an estimated $102K and bringing the position to 10,461 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #981.

Kingsview Wealth Management first reported a position in NI in Q3 2024 and has held it in 8 quarters since. 913 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Kingsview Wealth Management held 10,461 shares of NiSource worth $497K as of Q2 2026.
  • Kingsview Wealth Management bought 2,163 NiSource shares in Q2 2026, an estimated $102K.
  • NiSource made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #981 holding.
  • Kingsview Wealth Management first reported a position in NiSource in Q3 2024 and has held it in 8 quarters since.
  • 913 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.