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ticino wealth’s NiSource NI Stock Holding History

ticino 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 		$621K Buy
13,068
+1,409
+12% +$66.7K 0.2% 109
2026
Q1 		$638K Sell
11,659
-1,121
-9% -$50.5K 0.22% 100
2025
Q4 		$534K Buy
+12,780
New +$546K 0.2% 107

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

ticino wealth's NI Position: Q2 2026 in Review

ticino wealth increased its NiSource (NI) stake by 12% in Q2 2026, buying an estimated $66.7K and bringing the position to 13,068 shares worth $621K. The position accounts for 0.2% of the portfolio, ranked #109.

ticino wealth first reported a position in NI in Q4 2025 and has held it in 3 quarters since. The position peaked at $638K in Q1 2026. 910 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • ticino wealth held 13,068 shares of NiSource worth $621K as of Q2 2026.
  • ticino wealth bought 1,409 NiSource shares in Q2 2026, an estimated $66.7K.
  • NiSource made up 0.2% of ticino wealth's portfolio in Q2 2026, its #109 holding.
  • ticino wealth first reported a position in NiSource in Q4 2025 and has held it in 3 quarters since.
  • ticino wealth's NiSource position peaked at $638K in Q1 2026.
  • 910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on ticino wealth's 13F filing for Q2 2026, filed 20 Jul 2026.