VSM Wealth Advisory
NI icon

VSM Wealth Advisory’s NiSource NI Stock Holding History

VSM Wealth Advisory’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
Q3 		– Sell
-460
Closed -$21.9K – 344
2026
Q2 		$21.9K Buy
460
+400
+667% +$18.9K 0.01% 298
2026
Q1 		$5.77K Sell
60
-400
-87% -$18K ﹤0.01% 399
2025
Q4 		$19.2K Hold
460
– – 0.01% 269
2025
Q3 		$19.9K Hold
460
– – 0.01% 276
2025
Q2 		$18.6K Hold
460
– – 0.01% 314
2025
Q1 		$18.4K Hold
460
– – 0.01% 283
2024
Q4 		$16.9K Buy
+460
New +$16.5K 0.01% 291

Other funds holding NI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

VSM Wealth Advisory's NI Position: Q3 2026 in Review

VSM Wealth Advisory sold out of NiSource (NI) in Q3 2026, closing a stake of 460 shares — an estimated $21.9K sold.

VSM Wealth Advisory first reported a position in NI in Q4 2024 and held it in 7 quarters. The position peaked at $21.9K in Q2 2026. 738 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • VSM Wealth Advisory reported no remaining NiSource position as of Q3 2026 after selling out during the quarter.
  • VSM Wealth Advisory sold 460 NiSource shares in Q3 2026, an estimated $21.9K.
  • VSM Wealth Advisory first reported a position in NiSource in Q4 2024 and held it in 7 quarters.
  • VSM Wealth Advisory's NiSource position peaked at $21.9K in Q2 2026.
  • 738 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on VSM Wealth Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.