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Syntegra Private Wealth Group’s NiSource NI Stock Holding History

Syntegra Private Wealth Group’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 		$220K Buy
4,635
+35
+0.8% +$1.66K 0.02% 191
2026
Q1 		$215K Buy
+4,600
New +$207K 0.02% 181
2025
Q4 		– Sell
-5,442
Closed -$236K – 195
2025
Q3 		$236K Hold
5,442
– – 0.02% 170
2025
Q2 		$220K Buy
+5,442
New +$213K 0.02% 170

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Syntegra Private Wealth Group's NI Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its NiSource (NI) stake by 0.76% in Q2 2026, buying an estimated $1.66K and bringing the position to 4,635 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #191.

Syntegra Private Wealth Group first reported a position in NI in Q2 2025 and has held it in 4 quarters since. The position peaked at $236K in Q3 2025. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Syntegra Private Wealth Group held 4,635 shares of NiSource worth $220K as of Q2 2026.
  • Syntegra Private Wealth Group bought 35 NiSource shares in Q2 2026, an estimated $1.66K.
  • NiSource made up 0.02% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #191 holding.
  • Syntegra Private Wealth Group first reported a position in NiSource in Q2 2025 and has held it in 4 quarters since.
  • Syntegra Private Wealth Group's NiSource position peaked at $236K in Q3 2025.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.