MWA
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Medallion Wealth Advisors’s NiSource NI Stock Holding History

Medallion Wealth Advisors’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 		$95 Buy
+2
New +$95 ﹤0.01% 1139

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

Medallion Wealth Advisors's NI Position: Q2 2026 in Review

Medallion Wealth Advisors opened a new position in NiSource (NI) in Q2 2026: 2 shares worth $95. The stake represents ﹤0.01% of the portfolio and ranks #1139 among its holdings.

910 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Medallion Wealth Advisors held 2 shares of NiSource worth $95 as of Q2 2026.
  • NiSource was a new Medallion Wealth Advisors position in Q2 2026.
  • NiSource made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1139 holding.
  • 910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.