MPWM Advisory Solutions’s NiSource NI Stock Holding History

MPWM Advisory Solutions’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
2025 Q2	–	Sell	-23	Closed	-$922	–	680
2025 Q1	$922	Hold	23	–	–	﹤0.01%	542
2024 Q4	$845	Buy	+23	New	+$826	﹤0.01%	566

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MPWM Advisory Solutions's NI Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of NiSource (NI) in Q2 2025, closing a stake of 23 shares — an estimated $922 sold.

MPWM Advisory Solutions first reported a position in NI in Q4 2024 and held it in 2 quarters. The position peaked at $922 in Q1 2025. 774 funds tracked by Wall St. Rank hold NI as of Q2 2025.

MPWM Advisory Solutions reported no remaining NiSource position as of Q2 2025 after selling out during the quarter.
MPWM Advisory Solutions sold 23 NiSource shares in Q2 2025, an estimated $922.
MPWM Advisory Solutions first reported a position in NiSource in Q4 2024 and held it in 2 quarters.
MPWM Advisory Solutions's NiSource position peaked at $922 in Q1 2025.
774 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.