Sound Income Strategies’s NiSource NI Stock Holding History

Sound Income Strategies’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	-90	Closed	-$4.2K	–	1715
2026 Q1	$4.2K	Buy	90 +1	+1%	+$45	﹤0.01%	1905
2025 Q4	$3.91K	Buy	89 +84	+1,680%	+$3.59K	﹤0.01%	1911
2025 Q3	$215	Hold	5	–	–	﹤0.01%	1597
2025 Q2	$202	Buy	+5	New	+$196	﹤0.01%	1526
2025 Q1	–	Sell	-3,969	Closed	-$146K	–	1596
2024 Q4	$146K	Hold	3,969	–	–	0.01%	300
2024 Q3	$138K	Hold	3,969	–	–	0.01%	294
2024 Q2	$114K	Sell	3,969 -524	-12%	-$14.8K	0.01%	312
2024 Q1	$124K	Buy	4,493 +449	+11%	+$11.8K	0.01%	273
2023 Q4	$107K	Buy	4,044 +75	+2%	+$1.93K	0.01%	274
2023 Q3	$98K	Hold	3,969	–	–	0.01%	213
2023 Q2	$109K	Hold	3,969	–	–	0.01%	202
2023 Q1	$111K	Hold	3,969	–	–	0.01%	189
2022 Q4	$109K	Hold	3,969	–	–	0.01%	184
2022 Q3	$100K	Sell	3,969 -17	-0.4%	-$501	0.01%	171
2022 Q2	$118K	Hold	3,986	–	–	0.02%	161
2022 Q1	$127K	Buy	3,986 +17	+0.4%	+$493	0.01%	155
2021 Q4	$110K	Hold	3,969	–	–	0.01%	169
2021 Q3	$96K	Hold	3,969	–	–	0.01%	174
2021 Q2	$97K	Hold	3,969	–	–	0.01%	172
2021 Q1	$95.7K	Buy	+3,969	New	+$89.5K	0.02%	173

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 $3.38T AUM 44.17% 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

Sound Income Strategies's NI Position: Q2 2026 in Review

Sound Income Strategies sold out of NiSource (NI) in Q2 2026, closing a stake of 90 shares — an estimated $4.2K sold.

Sound Income Strategies first reported a position in NI in Q1 2021 and held it in 20 quarters. The position peaked at $146K in Q4 2024. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Sound Income Strategies reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 90 NiSource shares in Q2 2026, an estimated $4.2K.
Sound Income Strategies first reported a position in NiSource in Q1 2021 and held it in 20 quarters.
Sound Income Strategies's NiSource position peaked at $146K in Q4 2024.
916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.