RAFFA WEALTH MANAGEMENT, LLC’s NiSource NI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$3.33K	Buy	70 +30	+75%	+$1.42K	﹤0.01%	700
2026 Q1	$1.87K	Buy	40 +5	+14%	+$225	﹤0.01%	774
2025 Q4	$1.46K	Hold	35	–	–	﹤0.01%	827
2025 Q3	$1.52K	Hold	35	–	–	﹤0.01%	782
2025 Q2	$1.41K	Hold	35	–	–	﹤0.01%	773
2025 Q1	$1.4K	Hold	35	–	–	﹤0.01%	726
2024 Q4	$1.29K	Hold	35	–	–	﹤0.01%	794
2024 Q3	$1.21K	Hold	35	–	–	﹤0.01%	793
2024 Q2	$1.01K	Hold	35	–	–	﹤0.01%	899
2024 Q1	$968	Hold	35	–	–	﹤0.01%	906
2023 Q4	$929	Hold	35	–	–	﹤0.01%	841
2023 Q3	$864	Hold	35	–	–	﹤0.01%	827
2023 Q2	$957	Hold	35	–	–	﹤0.01%	807
2023 Q1	$979	Hold	35	–	–	﹤0.01%	798
2022 Q4	$960	Hold	35	–	–	﹤0.01%	789
2022 Q3	$882	Hold	35	–	–	﹤0.01%	843
2022 Q2	$1.03K	Hold	35	–	–	﹤0.01%	809
2022 Q1	$1.11K	Hold	35	–	–	﹤0.01%	825
2021 Q4	$966	Hold	35	–	–	﹤0.01%	889
2021 Q3	$848	Hold	35	–	–	﹤0.01%	890
2021 Q2	$858	Hold	35	–	–	﹤0.01%	894
2021 Q1	$844	Hold	35	–	–	﹤0.01%	888
2020 Q4	$803	Sell	35 -21	-38%	-$491	﹤0.01%	786
2020 Q3	$1.23K	Hold	56	–	–	﹤0.01%	613
2020 Q2	$1.27K	Buy	56 +6	+12%	+$145	﹤0.01%	591
2020 Q1	$1.25K	Buy	50 +15	+43%	+$415	﹤0.01%	525
2019 Q4	$974	Hold	35	–	–	﹤0.01%	634
2019 Q3	$1.05K	Buy	+35	New	+$1.03K	﹤0.01%	582
2019 Q2	–	Sell	-35	Closed	-$1K	–	1164
2019 Q1	$1K	Hold	35	–	–	﹤0.01%	563
2018 Q4	$887	Hold	35	–	–	﹤0.01%	582
2018 Q3	$872	Hold	35	–	–	﹤0.01%	676
2018 Q2	$920	Hold	35	–	–	﹤0.01%	638
2018 Q1	$837	Buy	+35	New	+$829	﹤0.01%	670
2017 Q1	–	Sell	-14	Closed	-$310	–	685
2016 Q4	$310	Hold	14	–	–	﹤0.01%	859
2016 Q3	$338	Hold	14	–	–	﹤0.01%	832
2016 Q2	$371	Hold	14	–	–	﹤0.01%	790
2016 Q1	$330	Hold	14	–	–	﹤0.01%	789
2015 Q4	$273	Hold	14	–	–	﹤0.01%	808
2015 Q3	$260	Sell	14 -22	-61%	-$376	﹤0.01%	811
2015 Q2	$638	Hold	36	–	–	﹤0.01%	578
2015 Q1	$618	Hold	36	–	–	﹤0.01%	593
2014 Q4	$594	Hold	36	–	–	﹤0.01%	596
2014 Q3	$574	Buy	+36	New	+$550	﹤0.01%	550
2014 Q1	–	Sell	-36	Closed	-$594	–	569
2013 Q4	$594	Buy	+36	New	+$446	﹤0.01%	596

Other funds holding NI

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's NI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its NiSource (NI) stake by 75% in Q2 2026, buying an estimated $1.42K and bringing the position to 70 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in NI in Q4 2013 and has held it in 44 quarters since. 260 funds tracked by Wall St. Rank hold NI as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 70 shares of NiSource worth $3.33K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 30 NiSource shares in Q2 2026, an estimated $1.42K.
NiSource made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #700 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in NiSource in Q4 2013 and has held it in 44 quarters since.
260 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.