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Mowery & Schoenfeld Wealth Management’s NiSource NI Stock Holding History

Mowery & Schoenfeld 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 		$3.06K Hold
64
– – ﹤0.01% 312
2026
Q1 		$3.01K Hold
64
– – ﹤0.01% 303
2025
Q4 		$2.69K Hold
64
– – ﹤0.01% 382
2025
Q3 		$2.79K Hold
64
– – ﹤0.01% 319
2025
Q2 		$2.6K Hold
64
– – ﹤0.01% 321
2025
Q1 		$2.58K Sell
64
-9
-12% -$347 0.01% 377
2024
Q4 		$2.68K Buy
+73
New +$2.62K 0.01% 369

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's NI Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its NiSource (NI) position steady in Q2 2026 at 64 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Mowery & Schoenfeld Wealth Management first reported a position in NI in Q4 2024 and has held it in 7 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 64 shares of NiSource worth $3.06K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its NiSource share count unchanged in Q2 2026.
  • NiSource made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #312 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.