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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VSM Wealth Advisory's NI Position: Q2 2026 in Review

VSM Wealth Advisory increased its NiSource (NI) stake by 667% in Q2 2026, buying an estimated $18.9K and bringing the position to 460 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #298.

VSM Wealth Advisory first reported a position in NI in Q4 2024 and has held it in 7 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • VSM Wealth Advisory held 460 shares of NiSource worth $21.9K as of Q2 2026.
  • VSM Wealth Advisory bought 400 NiSource shares in Q2 2026, an estimated $18.9K.
  • NiSource made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #298 holding.
  • VSM Wealth Advisory first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.