Laurel Wealth Advisors (North Carolina)’s NiSource NI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-1,090	Closed	-$45.5K	–	479
2025 Q4	$45.5K	Buy	+1,090	New	+$46.6K	0.01%	333
2025 Q2	–	Sell	-1,090	Closed	-$43.7K	–	500
2025 Q1	$43.7K	Hold	1,090	–	–	0.01%	326
2024 Q4	$40.1K	Hold	1,090	–	–	0.01%	334
2024 Q3	$37.8K	Buy	+1,090	New	+$34.8K	0.01%	338
2024 Q2	–	Sell	-51	Closed	-$1.41K	–	676
2024 Q1	$1.41K	Buy	+51	New	+$1.34K	﹤0.01%	563

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

Laurel Wealth Advisors (North Carolina)'s NI Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of NiSource (NI) in Q1 2026, closing a stake of 1,090 shares — an estimated $45.5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in NI in Q1 2024 and held it in 5 quarters. The position peaked at $45.5K in Q4 2025. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1,090 NiSource shares in Q1 2026, an estimated $45.5K.
Laurel Wealth Advisors (North Carolina) first reported a position in NiSource in Q1 2024 and held it in 5 quarters.
Laurel Wealth Advisors (North Carolina)'s NiSource position peaked at $45.5K in Q4 2025.
877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.