TWD
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True Wealth Design’s NiSource NI Stock Holding History

True Wealth Design’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 		$12.2K Buy
256
+161
+169% +$7.62K ﹤0.01% 993
2026
Q1 		$4.43K Sell
95
-8
-8% -$360 ﹤0.01% 1248
2025
Q4 		$4.29K Sell
103
-6
-6% -$256 ﹤0.01% 1150
2025
Q3 		$4.71K Sell
109
-19
-15% -$787 ﹤0.01% 1099
2025
Q2 		$5.16K Buy
128
+13
+11% +$510 ﹤0.01% 791
2025
Q1 		$4.61K Buy
115
+89
+342% +$3.43K ﹤0.01% 713
2024
Q4 		$956 Buy
26
+3
+13% +$108 ﹤0.01% 953
2024
Q3 		$797 Buy
23
+3
+15% +$96 ﹤0.01% 1016
2024
Q2 		$577 Buy
20
+3
+18% +$85 ﹤0.01% 629
2024
Q1 		$471 Buy
17
+7
+70% +$184 ﹤0.01% 638
2023
Q4 		$266 Hold
10
– – ﹤0.01% 632
2023
Q3 		$247 Hold
10
– – ﹤0.01% 604
2023
Q2 		$274 Sell
10
-40
-80% -$1.11K ﹤0.01% 605
2023
Q1 		$1.4K Buy
50
+40
+400% +$1.09K ﹤0.01% 363
2022
Q4 		$274 Buy
+10
New +$263 ﹤0.01% 603

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

True Wealth Design's NI Position: Q2 2026 in Review

True Wealth Design increased its NiSource (NI) stake by 169% in Q2 2026, buying an estimated $7.62K and bringing the position to 256 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

True Wealth Design first reported a position in NI in Q4 2022 and has held it in 15 quarters since. 913 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • True Wealth Design held 256 shares of NiSource worth $12.2K as of Q2 2026.
  • True Wealth Design bought 161 NiSource shares in Q2 2026, an estimated $7.62K.
  • NiSource made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #993 holding.
  • True Wealth Design first reported a position in NiSource in Q4 2022 and has held it in 15 quarters since.
  • 913 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.