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Legacy Wealth Management (Idaho)’s NiSource NI Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-1,662
Closed -$77.5K – 672
2026
Q1 		$77.5K Buy
1,662
+36
+2% +$1.62K 0.04% 210
2025
Q4 		$67.9K Buy
1,626
+378
+30% +$16.1K 0.03% 185
2025
Q3 		$54K Sell
1,248
-45
-3% -$1.86K 0.02% 169
2025
Q2 		$52.2K Hold
1,293
– – 0.03% 156
2025
Q1 		$51.8K Hold
1,293
– – 0.04% 137
2024
Q4 		$49K Hold
1,293
– – 0.03% 123
2024
Q3 		$46.9K Buy
+1,293
New +$41.3K 0.03% 123

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

Legacy Wealth Management (Idaho)'s NI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of NiSource (NI) in Q2 2026, closing a stake of 1,662 shares — an estimated $77.5K sold.

Legacy Wealth Management (Idaho) first reported a position in NI in Q3 2024 and held it in 7 quarters. The position peaked at $77.5K in Q1 2026. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,662 NiSource shares in Q2 2026, an estimated $77.5K.
  • Legacy Wealth Management (Idaho) first reported a position in NiSource in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s NiSource position peaked at $77.5K in Q1 2026.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.