Total Clarity Wealth Management’s NiSource NI Stock Holding History

Total Clarity Wealth Management’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	$234K	Hold	4,912	–	–	0.05%	329
2026 Q1	$229K	Hold	4,912	–	–	0.05%	286
2025 Q4	$205K	Buy	4,912 +12	+0.2%	+$513	0.05%	285
2025 Q3	$212K	Buy	+4,900	New	+$203K	0.06%	265
2025 Q2	–	Sell	-5,550	Closed	-$204K	–	324
2025 Q1	$204K	Hold	5,550	–	–	0.07%	251
2024 Q4	$204K	Sell	5,550 -1,500	-21%	-$53.9K	0.07%	252
2024 Q3	$244K	Sell	7,050 -2,000	-22%	-$63.8K	0.08%	220
2024 Q2	$261K	Buy	+9,050	New	+$255K	0.09%	206

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

Total Clarity Wealth Management's NI Position: Q2 2026 in Review

Total Clarity Wealth Management held its NiSource (NI) position steady in Q2 2026 at 4,912 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #329.

Total Clarity Wealth Management first reported a position in NI in Q2 2024 and has held it in 8 quarters since. The position peaked at $261K in Q2 2024. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Total Clarity Wealth Management held 4,912 shares of NiSource worth $234K as of Q2 2026.
Total Clarity Wealth Management left its NiSource share count unchanged in Q2 2026.
NiSource made up 0.05% of Total Clarity Wealth Management's portfolio in Q2 2026, its #329 holding.
Total Clarity Wealth Management first reported a position in NiSource in Q2 2024 and has held it in 8 quarters since.
Total Clarity Wealth Management's NiSource position peaked at $261K in Q2 2024.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.