United Financial Planning Group’s NiSource NI Stock Holding History

United Financial Planning Group’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	$146K	Buy	+3,075	New	+$146K	0.07%	61

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

United Financial Planning Group's NI Position: Q2 2026 in Review

United Financial Planning Group opened a new position in NiSource (NI) in Q2 2026: 3,075 shares worth $146K. The stake represents 0.07% of the portfolio and ranks #61 among its holdings.

912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

United Financial Planning Group held 3,075 shares of NiSource worth $146K as of Q2 2026.
NiSource was a new United Financial Planning Group position in Q2 2026.
NiSource made up 0.07% of United Financial Planning Group's portfolio in Q2 2026, its #61 holding.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.