Stratos Wealth Partners’s NiSource NI Stock Holding History

Stratos 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	$214K	Sell	4,504 -314	-7%	-$14.9K	﹤0.01%	1590
2026 Q1	$225K	Buy	+4,818	New	+$217K	﹤0.01%	1475
2025 Q4	–	Sell	-4,626	Closed	-$200K	–	1635
2025 Q3	$200K	Buy	+4,626	New	+$192K	﹤0.01%	1473
2025 Q2	–	Sell	-5,177	Closed	-$208K	–	1463
2025 Q1	$208K	Buy	+5,177	New	+$199K	﹤0.01%	1259
2018 Q4	–	Sell	-2,321	Closed	-$58K	–	1901
2018 Q3	$58K	Buy	+2,321	New	+$61.4K	﹤0.01%	1389
2018 Q2	–	Sell	-2,263	Closed	-$54K	–	2012
2018 Q1	$54K	Sell	2,263 -59	-3%	-$1.4K	﹤0.01%	1534
2017 Q4	$60K	Buy	+2,322	New	+$61.7K	﹤0.01%	1429
2015 Q2	–	Sell	-12,529	Closed	-$217K	–	587
2015 Q1	$217K	Buy	+12,529	New	+$212K	0.03%	529

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

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

Stratos Wealth Partners reduced its NiSource (NI) stake by 6.5% in Q2 2026, selling an estimated $14.9K and leaving 4,504 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Stratos Wealth Partners first reported a position in NI in Q1 2015 and has held it in 8 quarters since. The position peaked at $225K in Q1 2026. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Stratos Wealth Partners held 4,504 shares of NiSource worth $214K as of Q2 2026.
Stratos Wealth Partners sold 314 NiSource shares in Q2 2026, an estimated $14.9K.
NiSource made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1590 holding.
Stratos Wealth Partners first reported a position in NiSource in Q1 2015 and has held it in 8 quarters since.
Stratos Wealth Partners's NiSource position peaked at $225K in Q1 2026.
915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.