MWM
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Moran Wealth Management’s NiSource NI Stock Holding History

Moran 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 		$4.6M Sell
96,657
-1,812
-2% -$85.7K 0.13% 223
2026
Q1 		$4.59M Sell
98,469
-77
-0.1% -$3.47K 0.14% 207
2025
Q4 		$4.12M Buy
98,546
+389
+0.4% +$16.6K 0.13% 218
2025
Q3 		$4.25M Sell
98,157
-2,255
-2% -$93.4K 0.13% 198
2025
Q2 		$4.05M Buy
100,412
+2,942
+3% +$115K 0.12% 214
2025
Q1 		$3.91M Buy
97,470
+4,801
+5% +$185K 0.13% 208
2024
Q4 		$3.41M Buy
92,669
+4,139
+5% +$149K 0.11% 212
2024
Q3 		$3.07M Buy
+88,530
New +$2.82M 0.09% 225

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

Moran Wealth Management's NI Position: Q2 2026 in Review

Moran Wealth Management reduced its NiSource (NI) stake by 1.8% in Q2 2026, selling an estimated $85.7K and leaving 96,657 shares worth $4.6M. The position accounts for 0.13% of the portfolio, ranked #223.

Moran Wealth Management first reported a position in NI in Q3 2024 and has held it in 8 quarters since. 913 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Moran Wealth Management held 96,657 shares of NiSource worth $4.6M as of Q2 2026.
  • Moran Wealth Management sold 1,812 NiSource shares in Q2 2026, an estimated $85.7K.
  • NiSource made up 0.13% of Moran Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Moran Wealth Management first reported a position in NiSource in Q3 2024 and has held it in 8 quarters since.
  • 913 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.