SOA Wealth Advisors’s NiSource NI Stock Holding History

SOA Wealth Advisors’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	$2.36K	Buy	50 +1	+2%	+$47	﹤0.01%	761
2026 Q1	$2.3K	Hold	49	–	–	﹤0.01%	701
2025 Q4	$2.05K	Hold	49	–	–	﹤0.01%	718
2025 Q3	$2.11K	Buy	49 +1	+2%	+$41	﹤0.01%	722
2025 Q2	$1.95K	Hold	48	–	–	﹤0.01%	716
2025 Q1	$1.93K	Hold	48	–	–	﹤0.01%	704
2024 Q4	$1.76K	Buy	48 +1	+2%	+$36	﹤0.01%	699
2024 Q3	$1.64K	Hold	47	–	–	﹤0.01%	688
2024 Q2	$1.35K	Hold	47	–	–	﹤0.01%	706
2024 Q1	$1.29K	Buy	47 +1	+2%	+$26	﹤0.01%	746
2023 Q4	$1.23K	Hold	46	–	–	﹤0.01%	740
2023 Q3	$1.13K	Buy	46 +1	+2%	+$27	﹤0.01%	764
2023 Q2	$1.24K	Hold	45	–	–	﹤0.01%	768
2023 Q1	$1.25K	Buy	45 +1	+2%	+$27	﹤0.01%	776
2022 Q4	$1.22K	Hold	44	–	–	﹤0.01%	780
2022 Q3	$1K	Sell	44 -28	-39%	-$825	﹤0.01%	787
2022 Q2	$2K	Sell	72 -328	-82%	-$9.93K	﹤0.01%	707
2022 Q1	$12K	Hold	400	–	–	﹤0.01%	559
2021 Q4	$11K	Buy	400 +1	+0.3%	+$25	﹤0.01%	552
2021 Q3	$9K	Sell	399 -5	-1%	-$125	﹤0.01%	615
2021 Q2	$9K	Buy	404 +152	+60%	+$3.87K	﹤0.01%	594
2021 Q1	$6K	Buy	252 +8	+3%	+$180	﹤0.01%	599
2020 Q4	$5K	Buy	+244	New	+$5.71K	﹤0.01%	613

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SOA Wealth Advisors's NI Position: Q2 2026 in Review

SOA Wealth Advisors increased its NiSource (NI) stake by 2% in Q2 2026, buying an estimated $47 and bringing the position to 50 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

SOA Wealth Advisors first reported a position in NI in Q4 2020 and has held it in 23 quarters since. The position peaked at $12K in Q1 2022. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

SOA Wealth Advisors held 50 shares of NiSource worth $2.36K as of Q2 2026.
SOA Wealth Advisors bought 1 NiSource share in Q2 2026, an estimated $47.
NiSource made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #761 holding.
SOA Wealth Advisors first reported a position in NiSource in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's NiSource position peaked at $12K in Q1 2022.
914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.