MWM
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Modern Wealth Management’s NiSource NI Stock Holding History

Modern 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
Q1 		$372K Buy
7,922
+423
+6% +$19.1K 0.01% 648
2025
Q4 		$313K Sell
7,499
-59
-0.8% -$2.52K 0.01% 668
2025
Q3 		$327K Buy
7,558
+56
+0.7% +$2.32K 0.01% 619
2025
Q2 		$303K Buy
7,502
+52
+0.7% +$2.04K 0.01% 608
2025
Q1 		$299K Sell
7,450
-239
-3% -$9.21K 0.01% 525
2024
Q4 		$283K Buy
7,689
+329
+4% +$11.8K 0.01% 469
2024
Q3 		$255K Buy
7,360
+16
+0.2% +$511 0.02% 374
2024
Q2 		$212K Buy
+7,344
New +$207K 0.02% 375

Other funds holding NI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Modern Wealth Management's NI Position: Q1 2026 in Review

Modern Wealth Management increased its NiSource (NI) stake by 5.6% in Q1 2026, buying an estimated $19.1K and bringing the position to 7,922 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #648.

Modern Wealth Management first reported a position in NI in Q2 2024 and has held it in 8 quarters since. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Modern Wealth Management held 7,922 shares of NiSource worth $372K as of Q1 2026.
  • Modern Wealth Management bought 423 NiSource shares in Q1 2026, an estimated $19.1K.
  • NiSource made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #648 holding.
  • Modern Wealth Management first reported a position in NiSource in Q2 2024 and has held it in 8 quarters since.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.