Strategic Wealth Partners’s NiSource NI Stock Holding History

Strategic Wealth Partners’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	$53.2K	Hold	1,119	–	–	﹤0.01%	509
2026 Q1	$52.2K	Hold	1,119	–	–	﹤0.01%	508
2025 Q4	$46.7K	Hold	1,119	–	–	﹤0.01%	533
2025 Q3	$48.5K	Hold	1,119	–	–	﹤0.01%	561
2025 Q2	$45.1K	Buy	+1,119	New	+$43.9K	﹤0.01%	509
2023 Q4	–	Sell	-62,754	Closed	-$1.55M	–	291
2023 Q3	$1.55M	Sell	62,754 -9,444	-13%	-$255K	0.2%	122
2023 Q2	$1.97M	Sell	72,198 -1,182	-2%	-$32.8K	0.26%	114
2023 Q1	$2.05M	Sell	73,380 -3,584	-5%	-$98.1K	0.31%	90
2022 Q4	$2.11M	Buy	+76,964	New	+$2.02M	0.39%	79
2018 Q2	–	Sell	-225	Closed	-$5K	–	802
2018 Q1	$5K	Sell	225 -225	-50%	-$5.33K	﹤0.01%	641
2017 Q4	$13K	Buy	+450	New	+$11.9K	0.01%	435

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

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

Strategic Wealth Partners's NI Position: Q2 2026 in Review

Strategic Wealth Partners held its NiSource (NI) position steady in Q2 2026 at 1,119 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Strategic Wealth Partners first reported a position in NI in Q4 2017 and has held it in 11 quarters since. The position peaked at $2.11M in Q4 2022. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Strategic Wealth Partners held 1,119 shares of NiSource worth $53.2K as of Q2 2026.
Strategic Wealth Partners left its NiSource share count unchanged in Q2 2026.
NiSource made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #509 holding.
Strategic Wealth Partners first reported a position in NiSource in Q4 2017 and has held it in 11 quarters since.
Strategic Wealth Partners's NiSource position peaked at $2.11M in Q4 2022.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.