Prestige Wealth Management Group’s NiSource NI Stock Holding History

Prestige Wealth Management 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	–	Sell	-37	Closed	-$1.73K	–	1127
2026 Q1	$1.73K	Hold	37	–	–	﹤0.01%	769
2025 Q4	$1.55K	Hold	37	–	–	﹤0.01%	806
2025 Q3	$1.6K	Hold	37	–	–	﹤0.01%	786
2025 Q2	$1.49K	Hold	37	–	–	﹤0.01%	791
2025 Q1	$1.48K	Hold	37	–	–	﹤0.01%	793
2024 Q4	$1.36K	Hold	37	–	–	﹤0.01%	837
2024 Q3	$1.28K	Hold	37	–	–	﹤0.01%	850
2024 Q2	$1.07K	Hold	37	–	–	﹤0.01%	825
2024 Q1	$1.02K	Hold	37	–	–	﹤0.01%	865
2023 Q4	$983	Buy	+37	New	+$951	﹤0.01%	865
2022 Q3	–	Sell	-21	Closed	-$1K	–	1034
2022 Q2	$1K	Buy	+21	New	+$636	﹤0.01%	893
2019 Q1	–	Sell	-51	Closed	-$1K	–	909
2018 Q4	$1K	Buy	+51	New	+$1.32K	﹤0.01%	1080

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

Prestige Wealth Management Group's NI Position: Q2 2026 in Review

Prestige Wealth Management Group sold out of NiSource (NI) in Q2 2026, closing a stake of 37 shares — an estimated $1.73K sold.

Prestige Wealth Management Group first reported a position in NI in Q4 2018 and held it in 12 quarters. The position peaked at $1.73K in Q1 2026. 910 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Prestige Wealth Management Group reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
Prestige Wealth Management Group sold 37 NiSource shares in Q2 2026, an estimated $1.73K.
Prestige Wealth Management Group first reported a position in NiSource in Q4 2018 and held it in 12 quarters.
Prestige Wealth Management Group's NiSource position peaked at $1.73K in Q1 2026.
910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.