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My Legacy Advisors’s NiSource NI Stock Holding History

My Legacy Advisors’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 		$890K Buy
22,487
+642
+3% +$25.2K 0.32% 90
2025
Q1 		$876K Buy
21,845
+655
+3% +$25.2K 0.34% 84
2024
Q4 		$782K Buy
21,190
+870
+4% +$31.2K 0.3% 90
2024
Q3 		$704K Sell
20,320
-3,986
-16% -$127K 0.28% 110
2024
Q2 		$700K Buy
24,306
+525
+2% +$14.8K 0.22% 122
2024
Q1 		$658K Buy
23,781
+2,357
+11% +$62K 0.22% 131
2023
Q4 		$568K Buy
21,424
+1,117
+6% +$28.7K 0.21% 141
2023
Q3 		$520K Buy
20,307
+8,500
+72% +$230K 0.21% 136
2023
Q2 		$332K Buy
+11,807
New +$328K 0.13% 177

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

My Legacy Advisors's NI Position: Q2 2025 in Review

My Legacy Advisors increased its NiSource (NI) stake by 2.9% in Q2 2025, buying an estimated $25.2K and bringing the position to 22,487 shares worth $890K. The position accounts for 0.32% of the portfolio, ranked #90.

My Legacy Advisors first reported a position in NI in Q2 2023 and has held it in 9 quarters since. 773 funds tracked by Wall St. Rank hold NI as of Q2 2025.

  • My Legacy Advisors held 22,487 shares of NiSource worth $890K as of Q2 2025.
  • My Legacy Advisors bought 642 NiSource shares in Q2 2025, an estimated $25.2K.
  • NiSource made up 0.32% of My Legacy Advisors's portfolio in Q2 2025, its #90 holding.
  • My Legacy Advisors first reported a position in NiSource in Q2 2023 and has held it in 9 quarters since.
  • 773 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.