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Marks Group Wealth Management’s NiSource NI Stock Holding History

Marks Group 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 		$2.34M Sell
49,312
-676
-1% -$32K 0.2% 118
2026
Q1 		$2.33M Buy
49,988
+6,382
+15% +$288K 0.22% 119
2025
Q4 		$1.82M Buy
+43,606
New +$1.86M 0.17% 136

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

Marks Group Wealth Management's NI Position: Q2 2026 in Review

Marks Group Wealth Management reduced its NiSource (NI) stake by 1.4% in Q2 2026, selling an estimated $32K and leaving 49,312 shares worth $2.34M. The position accounts for 0.2% of the portfolio, ranked #118.

Marks Group Wealth Management first reported a position in NI in Q4 2025 and has held it in 3 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Marks Group Wealth Management held 49,312 shares of NiSource worth $2.34M as of Q2 2026.
  • Marks Group Wealth Management sold 676 NiSource shares in Q2 2026, an estimated $32K.
  • NiSource made up 0.2% of Marks Group Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Marks Group Wealth Management first reported a position in NiSource in Q4 2025 and has held it in 3 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.