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Resonant Capital Advisors’s NiSource NI Stock Holding History

Resonant Capital 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
2025
Q2 		– Sell
-7,448
Closed -$299K – 419
2025
Q1 		$299K Buy
7,448
+277
+4% +$10.7K 0.02% 289
2024
Q4 		$264K Buy
7,171
+432
+6% +$15.5K 0.02% 293
2024
Q3 		$234K Buy
+6,739
New +$215K 0.02% 319

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Resonant Capital Advisors's NI Position: Q2 2025 in Review

Resonant Capital Advisors sold out of NiSource (NI) in Q2 2025, closing a stake of 7,448 shares — an estimated $299K sold.

Resonant Capital Advisors first reported a position in NI in Q3 2024 and held it in 3 quarters. The position peaked at $299K in Q1 2025. 774 funds tracked by Wall St. Rank hold NI as of Q2 2025.

  • Resonant Capital Advisors reported no remaining NiSource position as of Q2 2025 after selling out during the quarter.
  • Resonant Capital Advisors sold 7,448 NiSource shares in Q2 2025, an estimated $299K.
  • Resonant Capital Advisors first reported a position in NiSource in Q3 2024 and held it in 3 quarters.
  • Resonant Capital Advisors's NiSource position peaked at $299K in Q1 2025.
  • 774 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on Resonant Capital Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.