RFG Advisory’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$202K Sell
4,259
-202
-5% -$9.56K ﹤0.01% 1082
2026
Q1
$208K Buy
+4,461
New +$201K ﹤0.01% 999
2015
Q3
Sell
-17,265
Closed -$309K 122
2015
Q2
$309K Buy
+17,265
New +$307K 0.14% 114

Other funds holding NI

RFG Advisory's NI Position: Q2 2026 in Review

RFG Advisory reduced its NiSource (NI) stake by 4.5% in Q2 2026, selling an estimated $9.56K and leaving 4,259 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

RFG Advisory first reported a position in NI in Q2 2015 and has held it in 3 quarters since. The position peaked at $309K in Q2 2015. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • RFG Advisory held 4,259 shares of NiSource worth $202K as of Q2 2026.
  • RFG Advisory sold 202 NiSource shares in Q2 2026, an estimated $9.56K.
  • NiSource made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1082 holding.
  • RFG Advisory first reported a position in NiSource in Q2 2015 and has held it in 3 quarters since.
  • RFG Advisory's NiSource position peaked at $309K in Q2 2015.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.