Physician Wealth Advisors’s NiSource NI Stock Holding History

Physician Wealth 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
2026 Q2	$5.37K	Sell	113 -26	-19%	-$1.23K	﹤0.01%	1058
2026 Q1	$6.49K	Buy	139 +48	+53%	+$2.16K	﹤0.01%	927
2025 Q4	$3.8K	Hold	91	–	–	﹤0.01%	1066
2025 Q3	$3.94K	Buy	91 +67	+279%	+$2.77K	﹤0.01%	991
2025 Q2	$969	Hold	24	–	–	﹤0.01%	1451
2025 Q1	$963	Hold	24	–	–	﹤0.01%	1099
2024 Q4	$883	Buy	+24	New	+$862	﹤0.01%	974

Other funds holding NI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

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

Physician Wealth Advisors's NI Position: Q2 2026 in Review

Physician Wealth Advisors reduced its NiSource (NI) stake by 19% in Q2 2026, selling an estimated $1.23K and leaving 113 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Physician Wealth Advisors first reported a position in NI in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.49K in Q1 2026. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Physician Wealth Advisors held 113 shares of NiSource worth $5.37K as of Q2 2026.
Physician Wealth Advisors sold 26 NiSource shares in Q2 2026, an estimated $1.23K.
NiSource made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1058 holding.
Physician Wealth Advisors first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's NiSource position peaked at $6.49K in Q1 2026.
914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.