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Rialto Wealth Management’s NiSource NI Stock Holding History

Rialto Wealth Management’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 		$4.57K Buy
96
+22
+30% +$1.04K ﹤0.01% 784
2026
Q1 		$3.45K Buy
74
+46
+164% +$2.07K ﹤0.01% 683
2025
Q4 		$1.17K Buy
28
+3
+12% +$128 ﹤0.01% 940
2025
Q3 		$1.08K Buy
25
+6
+32% +$248 ﹤0.01% 902
2025
Q2 		$767 Sell
19
-13
-41% -$510 ﹤0.01% 958
2025
Q1 		$1.28K Buy
+32
New +$1.23K ﹤0.01% 621

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

Rialto Wealth Management's NI Position: Q2 2026 in Review

Rialto Wealth Management increased its NiSource (NI) stake by 30% in Q2 2026, buying an estimated $1.04K and bringing the position to 96 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Rialto Wealth Management first reported a position in NI in Q1 2025 and has held it in 6 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Rialto Wealth Management held 96 shares of NiSource worth $4.57K as of Q2 2026.
  • Rialto Wealth Management bought 22 NiSource shares in Q2 2026, an estimated $1.04K.
  • NiSource made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #784 holding.
  • Rialto Wealth Management first reported a position in NiSource in Q1 2025 and has held it in 6 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.