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Oxford Financial Group’s NiSource NI Stock Holding History

Oxford Financial Group’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 		$1.6M Hold
33,563
– – 0.08% 71
2026
Q1 		$1.57M Sell
33,563
-39
-0.1% -$1.76K 0.08% 67
2025
Q4 		$1.4M Buy
33,602
+39
+0.1% +$1.67K 0.08% 68
2025
Q3 		$1.45M Hold
33,563
– – 0.08% 69
2025
Q2 		$1.35M Hold
33,563
– – 0.08% 68
2025
Q1 		$1.35M Hold
33,563
– – 0.09% 62
2024
Q4 		$1.23M Hold
33,563
– – 0.08% 76
2024
Q3 		$1.16M Sell
33,563
-271
-0.8% -$8.65K 0.07% 83
2024
Q2 		$975K Buy
33,834
+271
+0.8% +$7.64K 0.06% 94
2024
Q1 		$928K Hold
33,563
– – 0.06% 84
2023
Q4 		$891K Hold
33,563
– – 0.07% 90
2023
Q3 		$828K Hold
33,563
– – 0.07% 86
2023
Q2 		$918K Hold
33,563
– – 0.09% 79
2023
Q1 		$938K Hold
33,563
– – 0.11% 72
2022
Q4 		$920K Hold
33,563
– – 0.11% 73
2022
Q3 		$845K Hold
33,563
– – 0.13% 71
2022
Q2 		$990K Sell
33,563
-76
-0.2% -$2.3K 0.15% 65
2022
Q1 		$1.07M Hold
33,639
– – 0.14% 71
2021
Q4 		$929K Buy
33,639
+42
+0.1% +$1.07K 0.1% 86
2021
Q3 		$814K Buy
33,597
+16
+0% +$399 0.1% 81
2021
Q2 		$823K Hold
33,581
– – 0.11% 86
2021
Q1 		$810K Sell
33,581
-76
-0.2% -$1.71K 0.11% 80
2020
Q4 		$772K Buy
33,657
+4,773
+17% +$112K 0.11% 77
2020
Q3 		$635K Hold
28,884
– – 0.1% 86
2020
Q2 		$657K Sell
28,884
-7,513
-21% -$181K 0.11% 79
2020
Q1 		$909K Buy
+36,397
New +$1.01M 0.18% 55

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

Oxford Financial Group's NI Position: Q2 2026 in Review

Oxford Financial Group held its NiSource (NI) position steady in Q2 2026 at 33,563 shares worth $1.6M. The position accounts for 0.08% of the portfolio, ranked #71.

Oxford Financial Group first reported a position in NI in Q1 2020 and has held it in 26 quarters since. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Oxford Financial Group held 33,563 shares of NiSource worth $1.6M as of Q2 2026.
  • Oxford Financial Group left its NiSource share count unchanged in Q2 2026.
  • NiSource made up 0.08% of Oxford Financial Group's portfolio in Q2 2026, its #71 holding.
  • Oxford Financial Group first reported a position in NiSource in Q1 2020 and has held it in 26 quarters since.
  • 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.