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Regent Peak Wealth Advisors’s NiSource NI Stock Holding History

Regent Peak 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 		$410K Buy
8,621
+15
+0.2% +$710 0.08% 119
2026
Q1 		$402K Buy
8,606
+20
+0.2% +$901 0.08% 110
2025
Q4 		$359K Buy
8,586
+22
+0.3% +$940 0.07% 121
2025
Q3 		$371K Buy
+8,564
New +$355K 0.07% 114
2025
Q1 		$341K Sell
8,498
-49
-0.6% -$1.89K 0.08% 109
2024
Q4 		$314K Buy
8,547
+10
+0.1% +$359 0.07% 119
2024
Q3 		$296K Buy
8,537
+10
+0.1% +$319 0.07% 125
2024
Q2 		$246K Buy
8,527
+45
+0.5% +$1.27K 0.06% 140
2024
Q1 		$235K Sell
8,482
-17
-0.2% -$447 0.06% 141
2023
Q4 		$226K Buy
8,499
+12
+0.1% +$308 0.06% 142
2023
Q3 		$209K Buy
8,487
+17
+0.2% +$459 0.06% 140
2023
Q2 		$232K Buy
8,470
+13
+0.2% +$361 0.07% 131
2023
Q1 		$236K Buy
8,457
+17
+0.2% +$465 0.07% 131
2022
Q4 		$231K Buy
8,440
+54
+0.6% +$1.42K 0.08% 142
2022
Q3 		$211K Buy
8,386
+9
+0.1% +$265 0.07% 139
2022
Q2 		$247K Buy
+8,377
New +$254K 0.08% 132
2021
Q1 		– Sell
-189
Closed -$4K – 683
2020
Q4 		$4K Buy
+189
New +$4.42K ﹤0.01% 706

Other funds holding NI

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Regent Peak Wealth Advisors's NI Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its NiSource (NI) stake by 0.17% in Q2 2026, buying an estimated $710 and bringing the position to 8,621 shares worth $410K. The position accounts for 0.08% of the portfolio, ranked #119.

Regent Peak Wealth Advisors first reported a position in NI in Q4 2020 and has held it in 17 quarters since. 136 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Regent Peak Wealth Advisors held 8,621 shares of NiSource worth $410K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 15 NiSource shares in Q2 2026, an estimated $710.
  • NiSource made up 0.08% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • Regent Peak Wealth Advisors first reported a position in NiSource in Q4 2020 and has held it in 17 quarters since.
  • 136 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.