SFS
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Sowell Financial Services’s NiSource NI Stock Holding History

Sowell Financial Services’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 		$288K Buy
6,057
+77
+1% +$3.64K 0.01% 890
2026
Q1 		$279K Buy
5,980
+40
+0.7% +$1.8K 0.01% 860
2025
Q4 		$248K Buy
5,940
+120
+2% +$5.13K 0.01% 912
2025
Q3 		$252K Buy
5,820
+35
+0.6% +$1.45K 0.01% 888
2025
Q2 		$233K Sell
5,785
-797
-12% -$31.3K 0.01% 895
2025
Q1 		$264K Buy
+6,582
New +$254K 0.01% 820
2023
Q2 		– Sell
-7,334
Closed -$205K – 734
2023
Q1 		$205K Buy
+7,334
New +$201K 0.02% 682
2021
Q2 		– Sell
-467
Closed -$12K – 1950
2021
Q1 		$12K Sell
467
-7
-1% -$158 ﹤0.01% 2243
2020
Q4 		$11K Sell
474
-46
-9% -$1.08K ﹤0.01% 1967
2020
Q3 		$11K Hold
520
– – ﹤0.01% 1782
2020
Q2 		$12K Sell
520
-682
-57% -$16.5K ﹤0.01% 1630
2020
Q1 		$30K Buy
+1,202
New +$33.2K ﹤0.01% 1245

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Sowell Financial Services's NI Position: Q2 2026 in Review

Sowell Financial Services increased its NiSource (NI) stake by 1.3% in Q2 2026, buying an estimated $3.64K and bringing the position to 6,057 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #890.

Sowell Financial Services first reported a position in NI in Q1 2020 and has held it in 12 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Sowell Financial Services held 6,057 shares of NiSource worth $288K as of Q2 2026.
  • Sowell Financial Services bought 77 NiSource shares in Q2 2026, an estimated $3.64K.
  • NiSource made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #890 holding.
  • Sowell Financial Services first reported a position in NiSource in Q1 2020 and has held it in 12 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.