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Root Financial Partners’s NiSource NI Stock Holding History

Root Financial Partners’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 		– Sell
-1,856
Closed -$86.6K – 2185
2026
Q1 		$86.6K Buy
1,856
+114
+7% +$5.14K ﹤0.01% 625
2025
Q4 		$72.7K Buy
1,742
+95
+6% +$4.06K ﹤0.01% 581
2025
Q3 		$71.3K Buy
+1,647
New +$68.2K ﹤0.01% 551

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

Root Financial Partners's NI Position: Q2 2026 in Review

Root Financial Partners sold out of NiSource (NI) in Q2 2026, closing a stake of 1,856 shares — an estimated $86.6K sold.

Root Financial Partners first reported a position in NI in Q3 2025 and held it in 3 quarters. The position peaked at $86.6K in Q1 2026. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Root Financial Partners reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,856 NiSource shares in Q2 2026, an estimated $86.6K.
  • Root Financial Partners first reported a position in NiSource in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's NiSource position peaked at $86.6K in Q1 2026.
  • 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.