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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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Twin Peaks Wealth Advisors's NI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in NiSource (NI) in Q1 2026: 626 shares worth $29.2K. The stake represents 0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in NI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in NI in Q2 2025 and has held it in 2 quarters since. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 626 shares of NiSource worth $29.2K as of Q1 2026.
  • NiSource was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • NiSource made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #583 holding.
  • Twin Peaks Wealth Advisors first reported a position in NiSource in Q2 2025 and has held it in 2 quarters since.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.