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Private Wealth Management Group’s NiSource NI Stock Holding History

Private 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 		$286 Hold
6
– – ﹤0.01% 1417
2026
Q1 		$280 Hold
6
– – ﹤0.01% 1390
2025
Q4 		$251 Hold
6
– – ﹤0.01% 1427
2025
Q3 		$260 Hold
6
– – ﹤0.01% 1448
2025
Q2 		$243 Buy
6
+1
+20% +$39 ﹤0.01% 1447
2025
Q1 		$201 Hold
5
– – ﹤0.01% 1445
2024
Q4 		$184 Buy
+5
New +$180 ﹤0.01% 1488

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

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

Private Wealth Management Group held its NiSource (NI) position steady in Q2 2026 at 6 shares worth $286. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Private Wealth Management Group first reported a position in NI in Q4 2024 and has held it in 7 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Private Wealth Management Group held 6 shares of NiSource worth $286 as of Q2 2026.
  • Private Wealth Management Group left its NiSource share count unchanged in Q2 2026.
  • NiSource made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1417 holding.
  • Private Wealth Management Group first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.