Principia Wealth Advisory’s NiSource NI Stock Holding History

Principia Wealth Advisory’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	$2.81K	Buy	59 +6	+11%	+$284	﹤0.01%	496
2026 Q1	$2.47K	Buy	53 +25	+89%	+$1.13K	﹤0.01%	455
2025 Q4	$1.17K	Sell	28 -2	-7%	-$85	﹤0.01%	622
2025 Q3	$1.3K	Buy	30 +4	+15%	+$166	﹤0.01%	550
2025 Q2	$1.05K	Buy	26 +8	+44%	+$314	﹤0.01%	556
2025 Q1	$687	Buy	18 +4	+29%	+$154	﹤0.01%	491
2024 Q4	$515	Buy	+14	New	+$503	﹤0.01%	534

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

Principia Wealth Advisory's NI Position: Q2 2026 in Review

Principia Wealth Advisory increased its NiSource (NI) stake by 11% in Q2 2026, buying an estimated $284 and bringing the position to 59 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Principia Wealth Advisory first reported a position in NI in Q4 2024 and has held it in 7 quarters since. 913 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Principia Wealth Advisory held 59 shares of NiSource worth $2.81K as of Q2 2026.
Principia Wealth Advisory bought 6 NiSource shares in Q2 2026, an estimated $284.
NiSource made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #496 holding.
Principia Wealth Advisory first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
913 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.