Valued Wealth Advisors’s NiSource NI Stock Holding History

Valued 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	$428	Hold	9	–	–	﹤0.01%	854
2026 Q1	$420	Hold	9	–	–	﹤0.01%	675
2025 Q4	$376	Hold	9	–	–	﹤0.01%	566
2025 Q3	$390	Hold	9	–	–	﹤0.01%	540
2025 Q2	$364	Hold	9	–	–	﹤0.01%	542
2025 Q1	$361	Hold	9	–	–	﹤0.01%	578
2024 Q4	$331	Hold	9	–	–	﹤0.01%	584
2024 Q3	$312	Hold	9	–	–	﹤0.01%	570
2024 Q2	$260	Hold	9	–	–	﹤0.01%	547
2024 Q1	$249	Hold	9	–	–	﹤0.01%	539
2023 Q4	$223	Buy	+9	New	+$231	﹤0.01%	494

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valued Wealth Advisors's NI Position: Q2 2026 in Review

Valued Wealth Advisors held its NiSource (NI) position steady in Q2 2026 at 9 shares worth $428. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Valued Wealth Advisors first reported a position in NI in Q4 2023 and has held it in 11 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Valued Wealth Advisors held 9 shares of NiSource worth $428 as of Q2 2026.
Valued Wealth Advisors left its NiSource share count unchanged in Q2 2026.
NiSource made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #854 holding.
Valued Wealth Advisors first reported a position in NiSource in Q4 2023 and has held it in 11 quarters since.
914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.