United Capital Financial Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $671K | Sell |
14,117
-3,182
| -18% | -$151K | ﹤0.01% | 979 |
|
|
2026
Q1 | $807K | Buy |
17,299
+11,067
| +178% | +$499K | 0.01% | 842 |
|
|
2025
Q4 | $260K | Sell |
6,232
-2,374
| -28% | -$101K | ﹤0.01% | 1225 |
|
|
2025
Q3 | $373K | Sell |
8,606
-80
| -0.9% | -$3.31K | ﹤0.01% | 954 |
|
|
2025
Q2 | $350K | Buy |
8,686
+197
| +2% | +$7.72K | ﹤0.01% | 880 |
|
|
2025
Q1 | $340K | Buy |
8,489
+196
| +2% | +$7.55K | ﹤0.01% | 853 |
|
|
2024
Q4 | $305K | Buy |
8,293
+609
| +8% | +$21.9K | ﹤0.01% | 876 |
|
|
2024
Q3 | $266K | Buy |
7,684
+555
| +8% | +$17.7K | ﹤0.01% | 918 |
|
|
2024
Q2 | $205K | Buy |
+7,129
| New | +$201K | ﹤0.01% | 971 |
|
|
2023
Q1 | – | Sell |
-14,070
| Closed | -$386K | – | 1034 |
|
|
2022
Q4 | $386K | Buy |
+14,070
| New | +$370K | ﹤0.01% | 809 |
|
|
2022
Q3 | – | Sell |
-7,190
| Closed | -$212K | – | 1130 |
|
|
2022
Q2 | $212K | Sell |
7,190
-123
| -2% | -$3.73K | ﹤0.01% | 1043 |
|
|
2022
Q1 | $233K | Sell |
7,313
-251
| -3% | -$7.29K | ﹤0.01% | 1076 |
|
|
2021
Q4 | $209K | Sell |
7,564
-1,740
| -19% | -$44.3K | ﹤0.01% | 1142 |
|
|
2021
Q3 | $225K | Buy |
+9,304
| New | +$232K | ﹤0.01% | 1099 |
|
|
2020
Q2 | – | Sell |
-8,726
| Closed | -$218K | – | 1229 |
|
|
2020
Q1 | $218K | Sell |
8,726
-5,656
| -39% | -$156K | ﹤0.01% | 1050 |
|
|
2019
Q4 | $400K | Buy |
14,382
+5,413
| +60% | +$148K | ﹤0.01% | 1053 |
|
|
2019
Q3 | $268K | Sell |
8,969
-5,615
| -39% | -$165K | ﹤0.01% | 1113 |
|
|
2019
Q2 | $420K | Buy |
14,584
+1,888
| +15% | +$53.2K | ﹤0.01% | 1100 |
|
|
2019
Q1 | $364K | Sell |
12,696
-1,347
| -10% | -$36.3K | ﹤0.01% | 1075 |
|
|
2018
Q4 | $356K | Sell |
14,043
-1,563
| -10% | -$40.3K | ﹤0.01% | 1011 |
|
|
2018
Q3 | $389K | Buy |
15,606
+39
| +0.3% | +$1.03K | ﹤0.01% | 1023 |
|
|
2018
Q2 | $409K | Sell |
15,567
-769
| -5% | -$18.9K | ﹤0.01% | 984 |
|
|
2018
Q1 | $391K | Buy |
16,336
+517
| +3% | +$12.2K | ﹤0.01% | 1013 |
|
|
2017
Q4 | $406K | Sell |
15,819
-95
| -0.6% | -$2.52K | ﹤0.01% | 1020 |
|
|
2017
Q3 | $407K | Buy |
15,914
+2,358
| +17% | +$62K | ﹤0.01% | 1023 |
|
|
2017
Q2 | $344K | Buy |
13,556
+2,059
| +18% | +$51.3K | ﹤0.01% | 1034 |
|
|
2017
Q1 | $274K | Buy |
+11,497
| New | +$263K | ﹤0.01% | 1075 |
|
|
2015
Q2 | – | Sell |
-15,036
| Closed | -$257K | – | 1293 |
|
|
2015
Q1 | $257K | Buy |
+15,036
| New | +$255K | ﹤0.01% | 1110 |
|
Other funds holding NI
United Capital Financial Advisors's NI Position: Q2 2026 in Review
United Capital Financial Advisors reduced its NiSource (NI) stake by 18% in Q2 2026, selling an estimated $151K and leaving 14,117 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #979.
United Capital Financial Advisors first reported a position in NI in Q1 2015 and has held it in 28 quarters since. The position peaked at $807K in Q1 2026. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.
- United Capital Financial Advisors held 14,117 shares of NiSource worth $671K as of Q2 2026.
- United Capital Financial Advisors sold 3,182 NiSource shares in Q2 2026, an estimated $151K.
- NiSource made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #979 holding.
- United Capital Financial Advisors first reported a position in NiSource in Q1 2015 and has held it in 28 quarters since.
- United Capital Financial Advisors's NiSource position peaked at $807K in Q1 2026.
- 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.