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ORG Wealth Partners’s NiSource NI Stock Holding History

ORG Wealth Partners’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 		$329K Buy
6,910
+1,908
+38% +$90.3K 0.05% 199
2026
Q1 		$233K Buy
5,002
+1,045
+26% +$47.1K 0.05% 205
2025
Q4 		$165K Buy
3,957
+8
+0.2% +$342 0.04% 228
2025
Q3 		$171K Buy
3,949
+1,775
+82% +$73.5K 0.04% 223
2025
Q2 		$87.1K Sell
2,174
-104
-5% -$4.08K 0.02% 266
2025
Q1 		$92K Buy
+2,278
New +$87.7K 0.03% 279

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

ORG Wealth Partners's NI Position: Q2 2026 in Review

ORG Wealth Partners increased its NiSource (NI) stake by 38% in Q2 2026, buying an estimated $90.3K and bringing the position to 6,910 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #199.

ORG Wealth Partners first reported a position in NI in Q1 2025 and has held it in 6 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • ORG Wealth Partners held 6,910 shares of NiSource worth $329K as of Q2 2026.
  • ORG Wealth Partners bought 1,908 NiSource shares in Q2 2026, an estimated $90.3K.
  • NiSource made up 0.05% of ORG Wealth Partners's portfolio in Q2 2026, its #199 holding.
  • ORG Wealth Partners first reported a position in NiSource in Q1 2025 and has held it in 6 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.