LifeWealth Investments’s NiSource NI Stock Holding History

LifeWealth Investments’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
2025 Q2	–	Sell	-10,422	Closed	-$418K	–	232
2025 Q1	$418K	Buy	10,422 +689	+7%	+$26.5K	0.09%	148
2024 Q4	$358K	Buy	+9,733	New	+$349K	0.24%	91

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LifeWealth Investments's NI Position: Q2 2025 in Review

LifeWealth Investments sold out of NiSource (NI) in Q2 2025, closing a stake of 10,422 shares — an estimated $418K sold.

LifeWealth Investments first reported a position in NI in Q4 2024 and held it in 2 quarters. The position peaked at $418K in Q1 2025. 773 funds tracked by Wall St. Rank hold NI as of Q2 2025.

LifeWealth Investments reported no remaining NiSource position as of Q2 2025 after selling out during the quarter.
LifeWealth Investments sold 10,422 NiSource shares in Q2 2025, an estimated $418K.
LifeWealth Investments first reported a position in NiSource in Q4 2024 and held it in 2 quarters.
LifeWealth Investments's NiSource position peaked at $418K in Q1 2025.
773 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on LifeWealth Investments's 13F filing for Q2 2025, filed 30 Jul 2025.