Marks Group Wealth Management
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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
Q3 		$1.42M Sell
36,366
-12,946
-26% -$556K 0.12% 167
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Marks Group Wealth Management's NI Position: Q3 2026 in Review

Marks Group Wealth Management reduced its NiSource (NI) stake by 26% in Q3 2026, selling an estimated $556K and leaving 36,366 shares worth $1.42M. The position accounts for 0.12% of the portfolio, ranked #167.

Marks Group Wealth Management first reported a position in NI in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.34M in Q2 2026. 512 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Marks Group Wealth Management held 36,366 shares of NiSource worth $1.42M as of Q3 2026.
  • Marks Group Wealth Management sold 12,946 NiSource shares in Q3 2026, an estimated $556K.
  • NiSource made up 0.12% of Marks Group Wealth Management's portfolio in Q3 2026, its #167 holding.
  • Marks Group Wealth Management first reported a position in NiSource in Q4 2025 and has held it in 4 quarters since.
  • Marks Group Wealth Management's NiSource position peaked at $2.34M in Q2 2026.
  • 512 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.