Q1WB
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Quest 10 Wealth Builders’s NiSource NI Stock Holding History

Quest 10 Wealth Builders’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 		$2.14K Sell
45
-5
-10% -$237 ﹤0.01% 625
2026
Q1 		$2.33K Buy
+50
New +$2.25K ﹤0.01% 624
2025
Q3 		– Sell
-91
Closed -$3.67K – 894
2025
Q2 		$3.67K Hold
91
– – ﹤0.01% 530
2025
Q1 		$3.65K Hold
91
– – ﹤0.01% 506
2024
Q4 		$3.35K Buy
+91
New +$3.27K ﹤0.01% 550

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

Quest 10 Wealth Builders's NI Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its NiSource (NI) stake by 10% in Q2 2026, selling an estimated $237 and leaving 45 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Quest 10 Wealth Builders first reported a position in NI in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.67K in Q2 2025. 910 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Quest 10 Wealth Builders held 45 shares of NiSource worth $2.14K as of Q2 2026.
  • Quest 10 Wealth Builders sold 5 NiSource shares in Q2 2026, an estimated $237.
  • NiSource made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #625 holding.
  • Quest 10 Wealth Builders first reported a position in NiSource in Q4 2024 and has held it in 5 quarters since.
  • Quest 10 Wealth Builders's NiSource position peaked at $3.67K in Q2 2025.
  • 910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.