Mirabella Financial Services’s NiSource NI Stock Holding History

Mirabella Financial Services’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	$1.13M	Sell	23,721 -4,780	-17%	-$226K	0.11%	85
2026 Q1	$1.33M	Buy	+28,501	New	+$1.28M	0.13%	128
2023 Q4	–	Sell	-38,686	Closed	-$955K	–	542
2023 Q3	$955K	Buy	+38,686	New	+$1.05M	0.13%	154
2022 Q4	–	Sell	-53,042	Closed	-$1.38M	–	476
2022 Q3	$1.38M	Buy	+53,042	New	+$1.56M	0.14%	94
2021 Q3	–	Sell	-91,340	Closed	-$2.24M	–	508
2021 Q2	$2.24M	Buy	+91,340	New	+$2.32M	0.4%	84

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

Mirabella Financial Services's NI Position: Q2 2026 in Review

Mirabella Financial Services reduced its NiSource (NI) stake by 17% in Q2 2026, selling an estimated $226K and leaving 23,721 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #85.

Mirabella Financial Services first reported a position in NI in Q2 2021 and has held it in 5 quarters since. The position peaked at $2.24M in Q2 2021. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Mirabella Financial Services held 23,721 shares of NiSource worth $1.13M as of Q2 2026.
Mirabella Financial Services sold 4,780 NiSource shares in Q2 2026, an estimated $226K.
NiSource made up 0.11% of Mirabella Financial Services's portfolio in Q2 2026, its #85 holding.
Mirabella Financial Services first reported a position in NiSource in Q2 2021 and has held it in 5 quarters since.
Mirabella Financial Services's NiSource position peaked at $2.24M in Q2 2021.
916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.