Moran Wealth Management
NI icon

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
Q3 		$3.73M Sell
95,718
-939
-1% -$40.4K 0.1% 239
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Moran Wealth Management's NI Position: Q3 2026 in Review

Moran Wealth Management reduced its NiSource (NI) stake by 0.97% in Q3 2026, selling an estimated $40.4K and leaving 95,718 shares worth $3.73M. The position accounts for 0.1% of the portfolio, ranked #239.

Moran Wealth Management first reported a position in NI in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.6M in Q2 2026. 738 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Moran Wealth Management held 95,718 shares of NiSource worth $3.73M as of Q3 2026.
  • Moran Wealth Management sold 939 NiSource shares in Q3 2026, an estimated $40.4K.
  • NiSource made up 0.1% of Moran Wealth Management's portfolio in Q3 2026, its #239 holding.
  • Moran Wealth Management first reported a position in NiSource in Q3 2024 and has held it in 9 quarters since.
  • Moran Wealth Management's NiSource position peaked at $4.6M in Q2 2026.
  • 738 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.