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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

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

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. 914 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.
  • 914 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.