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Larson Financial Group’s NiSource NI Stock Holding History

Larson Financial Group’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 		$114K Buy
2,391
+114
+5% +$5.39K ﹤0.01% 1118
2026
Q1 		$106K Buy
2,277
+215
+10% +$9.69K ﹤0.01% 969
2025
Q4 		$86.1K Buy
2,062
+544
+36% +$23.2K ﹤0.01% 981
2025
Q3 		$65.7K Buy
1,518
+264
+21% +$10.9K ﹤0.01% 1046
2025
Q2 		$50.6K Buy
1,254
+443
+55% +$17.4K ﹤0.01% 1068
2025
Q1 		$32.5K Buy
811
+266
+49% +$10.2K ﹤0.01% 1181
2024
Q4 		$20K Buy
545
+35
+7% +$1.26K ﹤0.01% 1219
2024
Q3 		$17.7K Buy
510
+476
+1,400% +$15.2K ﹤0.01% 1263
2024
Q2 		$980 Buy
34
+2
+6% +$56 ﹤0.01% 1711
2024
Q1 		$885 Hold
32
– – ﹤0.01% 1473
2023
Q4 		$850 Buy
32
+13
+68% +$334 ﹤0.01% 1495
2023
Q3 		$469 Hold
19
– – ﹤0.01% 1580
2023
Q2 		$520 Hold
19
– – ﹤0.01% 1436
2023
Q1 		$531 Buy
+19
New +$520 ﹤0.01% 1407
2022
Q4 		– Sell
-25
Closed -$1K – 1523
2022
Q3 		$1K Buy
+25
New +$736 ﹤0.01% 1224

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

Larson Financial Group's NI Position: Q2 2026 in Review

Larson Financial Group increased its NiSource (NI) stake by 5% in Q2 2026, buying an estimated $5.39K and bringing the position to 2,391 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Larson Financial Group first reported a position in NI in Q3 2022 and has held it in 15 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Larson Financial Group held 2,391 shares of NiSource worth $114K as of Q2 2026.
  • Larson Financial Group bought 114 NiSource shares in Q2 2026, an estimated $5.39K.
  • NiSource made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1118 holding.
  • Larson Financial Group first reported a position in NiSource in Q3 2022 and has held it in 15 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.