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Smallwood Wealth Investment Management’s NiSource NI Stock Holding History

Smallwood Wealth Investment 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 		$23.8K Hold
500
– – 0.01% 260
2026
Q1 		$23.3K Hold
500
– – 0.01% 248
2025
Q4 		$20.9K Hold
500
– – 0.01% 250
2025
Q3 		$21.6K Hold
500
– – 0.01% 256
2025
Q2 		$20.2K Hold
500
– – 0.01% 255
2025
Q1 		$20K Buy
+500
New +$19.3K 0.01% 258

Other funds holding NI

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Smallwood Wealth Investment Management's NI Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its NiSource (NI) position steady in Q2 2026 at 500 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #260.

Smallwood Wealth Investment Management first reported a position in NI in Q1 2025 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Smallwood Wealth Investment Management held 500 shares of NiSource worth $23.8K as of Q2 2026.
  • Smallwood Wealth Investment Management left its NiSource share count unchanged in Q2 2026.
  • NiSource made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #260 holding.
  • Smallwood Wealth Investment Management first reported a position in NiSource in Q1 2025 and has held it in 6 quarters since.
  • 339 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.