Magnolia Wealth Management’s NiSource NI Stock Holding History

Magnolia 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	–	Sell	-305	Closed	-$14.2K	–	133
2026 Q1	$14.2K	Buy	+305	New	+$13.7K	0.01%	124

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Magnolia Wealth Management sold out of NiSource (NI) in Q2 2026, closing a stake of 305 shares — an estimated $14.2K sold.

Magnolia Wealth Management first reported a position in NI in Q1 2026 and held it in 1 quarter. The position peaked at $14.2K in Q1 2026. 910 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Magnolia Wealth Management reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
Magnolia Wealth Management sold 305 NiSource shares in Q2 2026, an estimated $14.2K.
Magnolia Wealth Management first reported a position in NiSource in Q1 2026 and held it in 1 quarter.
Magnolia Wealth Management's NiSource position peaked at $14.2K in Q1 2026.
910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.