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TD Private Client Wealth’s NiSource NI Stock Holding History

TD Private Client Wealth’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 		$3.24M Buy
68,079
+61,778
+980% +$2.92M 0.06% 195
2026
Q1 		$294K Buy
6,301
+391
+7% +$17.6K 0.01% 577
2025
Q4 		$247K Sell
5,910
-629
-10% -$26.9K 0.01% 622
2025
Q3 		$283K Sell
6,539
-34,942
-84% -$1.45M 0.01% 589
2025
Q2 		$1.67M Buy
41,481
+3,209
+8% +$126K 0.04% 270
2025
Q1 		$1.53M Buy
38,272
+28,685
+299% +$1.1M 0.04% 271
2024
Q4 		$352K Sell
9,587
-76,379
-89% -$2.74M 0.01% 504
2024
Q3 		$2.98M Buy
85,966
+8,919
+12% +$285K 0.09% 180
2024
Q2 		$2.22M Buy
77,047
+10,833
+16% +$306K 0.07% 217
2024
Q1 		$1.83M Sell
66,214
-1,790
-3% -$47.1K 0.06% 253
2023
Q4 		$1.81M Buy
68,004
+3,736
+6% +$96K 0.07% 237
2023
Q3 		$1.59M Buy
64,268
+623
+1% +$16.8K 0.07% 246
2023
Q2 		$1.74M Buy
63,645
+396
+0.6% +$11K 0.08% 242
2023
Q1 		$1.77M Buy
63,249
+2,559
+4% +$70K 0.08% 243
2022
Q4 		$1.66M Sell
60,690
-2,040
-3% -$53.6K 0.08% 246
2022
Q3 		$1.58M Sell
62,730
-1,389
-2% -$40.9K 0.08% 235
2022
Q2 		$1.89M Sell
64,119
-3,937
-6% -$119K 0.09% 217
2022
Q1 		$2.16M Sell
68,056
-5,230
-7% -$152K 0.09% 221
2021
Q4 		$2.02M Buy
73,286
+57,230
+356% +$1.46M 0.08% 234
2021
Q3 		$389K Sell
16,056
-424
-3% -$10.6K 0.02% 436
2021
Q2 		$404K Buy
16,480
+192
+1% +$4.88K 0.02% 434
2021
Q1 		$393K Sell
16,288
-4,522
-22% -$102K 0.02% 425
2020
Q4 		$477K Buy
20,810
+9,390
+82% +$220K 0.02% 385
2020
Q3 		$251K Sell
11,420
-70
-0.6% -$1.63K 0.01% 435
2020
Q2 		$261K Sell
11,490
-393
-3% -$9.48K 0.02% 423
2020
Q1 		$297K Buy
11,883
+11,262
+1,814% +$311K 0.02% 381
2019
Q4 		$17.3K Buy
+621
New +$17K ﹤0.01% 715

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

TD Private Client Wealth's NI Position: Q2 2026 in Review

TD Private Client Wealth increased its NiSource (NI) stake by 980% in Q2 2026, buying an estimated $2.92M and bringing the position to 68,079 shares worth $3.24M. The position accounts for 0.06% of the portfolio, ranked #195.

TD Private Client Wealth first reported a position in NI in Q4 2019 and has held it in 27 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • TD Private Client Wealth held 68,079 shares of NiSource worth $3.24M as of Q2 2026.
  • TD Private Client Wealth bought 61,778 NiSource shares in Q2 2026, an estimated $2.92M.
  • NiSource made up 0.06% of TD Private Client Wealth's portfolio in Q2 2026, its #195 holding.
  • TD Private Client Wealth first reported a position in NiSource in Q4 2019 and has held it in 27 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.