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Ritter Daniher Financial Advisory’s NiSource NI Stock Holding History

Ritter Daniher Financial Advisory’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 		$11.5K Hold
241
– – ﹤0.01% 423
2026
Q1 		$11.2K Hold
241
– – ﹤0.01% 417
2025
Q4 		$10.1K Hold
241
– – ﹤0.01% 427
2025
Q3 		$10.4K Buy
+241
New +$9.98K ﹤0.01% 320

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 $3.38T AUM 44.17% 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

Ritter Daniher Financial Advisory's NI Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its NiSource (NI) position steady in Q2 2026 at 241 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Ritter Daniher Financial Advisory first reported a position in NI in Q3 2025 and has held it in 4 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Ritter Daniher Financial Advisory held 241 shares of NiSource worth $11.5K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its NiSource share count unchanged in Q2 2026.
  • NiSource made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #423 holding.
  • Ritter Daniher Financial Advisory first reported a position in NiSource in Q3 2025 and has held it in 4 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.