Spire Wealth Management’s NiSource NI Stock Holding History

Spire Wealth 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	$27.8K	Hold	585	–	–	﹤0.01%	1345
2026 Q1	$27.3K	Hold	585	–	–	﹤0.01%	1328
2025 Q4	$24.4K	Hold	585	–	–	﹤0.01%	1410
2025 Q3	$25.3K	Sell	585 -100	-15%	-$4.14K	﹤0.01%	1452
2025 Q2	$27.6K	Sell	685 -279	-29%	-$10.9K	﹤0.01%	1399
2025 Q1	$38.6K	Sell	964 -91	-9%	-$3.5K	﹤0.01%	1376
2024 Q4	$38.8K	Buy	+1,055	New	+$37.9K	﹤0.01%	1382
2022 Q2	–	Sell	-1,082	Closed	-$34K	–	2782
2022 Q1	$34K	Sell	1,082 -15,873	-94%	-$461K	﹤0.01%	1605
2021 Q4	$468K	Buy	16,955 +13,191	+350%	+$336K	0.01%	727
2021 Q3	$91K	Hold	3,764	–	–	﹤0.01%	1227
2021 Q2	$92K	Sell	3,764 -11,784	-76%	-$300K	﹤0.01%	1209
2021 Q1	$371K	Buy	+15,548	New	+$351K	0.01%	772

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

Spire Wealth Management's NI Position: Q2 2026 in Review

Spire Wealth Management held its NiSource (NI) position steady in Q2 2026 at 585 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Spire Wealth Management first reported a position in NI in Q1 2021 and has held it in 12 quarters since. The position peaked at $468K in Q4 2021. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Spire Wealth Management held 585 shares of NiSource worth $27.8K as of Q2 2026.
Spire Wealth Management left its NiSource share count unchanged in Q2 2026.
NiSource made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1345 holding.
Spire Wealth Management first reported a position in NiSource in Q1 2021 and has held it in 12 quarters since.
Spire Wealth Management's NiSource position peaked at $468K in Q4 2021.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.