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NewEdge Wealth’s NiSource NI Stock Holding History

NewEdge Wealth’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 		$373K Buy
7,854
+299
+4% +$14.1K ﹤0.01% 961
2026
Q1 		$353K Sell
7,555
-2,830
-27% -$127K ﹤0.01% 924
2025
Q4 		$434K Buy
10,385
+2,662
+34% +$114K ﹤0.01% 897
2025
Q3 		$331K Buy
7,723
+411
+6% +$17K ﹤0.01% 852
2025
Q2 		$310K Buy
7,312
+68
+0.9% +$2.67K ﹤0.01% 826
2025
Q1 		$290K Sell
7,244
-1,116
-13% -$43K 0.01% 779
2024
Q4 		$307K Buy
+8,360
New +$300K 0.01% 759

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

NewEdge Wealth's NI Position: Q2 2026 in Review

NewEdge Wealth increased its NiSource (NI) stake by 4% in Q2 2026, buying an estimated $14.1K and bringing the position to 7,854 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

NewEdge Wealth first reported a position in NI in Q4 2024 and has held it in 7 quarters since. The position peaked at $434K in Q4 2025. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • NewEdge Wealth held 7,854 shares of NiSource worth $373K as of Q2 2026.
  • NewEdge Wealth bought 299 NiSource shares in Q2 2026, an estimated $14.1K.
  • NiSource made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #961 holding.
  • NewEdge Wealth first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
  • NewEdge Wealth's NiSource position peaked at $434K in Q4 2025.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.