Portus Wealth Advisors’s NiSource NI Stock Holding History

Portus 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	–	Sell	-15	Closed	-$700	–	364
2026 Q1	$700	Buy	+15	New	+$676	﹤0.01%	444

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

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

Portus Wealth Advisors sold out of NiSource (NI) in Q2 2026, closing a stake of 15 shares — an estimated $700 sold.

Portus Wealth Advisors first reported a position in NI in Q1 2026 and held it in 1 quarter. The position peaked at $700 in Q1 2026. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Portus Wealth Advisors reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 15 NiSource shares in Q2 2026, an estimated $700.
Portus Wealth Advisors first reported a position in NiSource in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's NiSource position peaked at $700 in Q1 2026.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.