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Twin Peaks Wealth Advisors’s NiSource NI Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-626
Closed -$29.2K – 1494
2026
Q1 		$29.2K Buy
+626
New +$28.2K 0.01% 583
2025
Q3 		– Sell
-522
Closed -$22.1K – 1420
2025
Q2 		$22.1K Buy
+522
New +$20.5K 0.01% 568

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

Twin Peaks Wealth Advisors's NI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of NiSource (NI) in Q2 2026, closing a stake of 626 shares — an estimated $29.2K sold.

Twin Peaks Wealth Advisors first reported a position in NI in Q2 2025 and held it in 2 quarters. The position peaked at $29.2K in Q1 2026. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 626 NiSource shares in Q2 2026, an estimated $29.2K.
  • Twin Peaks Wealth Advisors first reported a position in NiSource in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's NiSource position peaked at $29.2K in Q1 2026.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.