Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s NiSource NI Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.38M Buy
50,711
+18,033
+55% +$853K ﹤0.01% 1464
2026
Q1 		$1.55M Sell
32,678
-6,786
-17% -$306K ﹤0.01% 1529
2025
Q4 		$1.65M Sell
39,464
-13,178
-25% -$563K ﹤0.01% 1626
2025
Q3 		$2.29M Buy
52,642
+1,593
+3% +$66K ﹤0.01% 1357
2025
Q2 		$2.02M Buy
51,049
+1,017
+2% +$39.9K ﹤0.01% 1344
2025
Q1 		$2.01M Buy
50,032
+10,830
+28% +$417K ﹤0.01% 1243
2024
Q4 		$1.44M Buy
39,202
+9,626
+33% +$346K ﹤0.01% 1346
2024
Q3 		$1.02M Buy
29,576
+1,479
+5% +$47.2K ﹤0.01% 1378
2024
Q2 		$809K Buy
28,097
+3,921
+16% +$111K ﹤0.01% 1378
2024
Q1 		$669K Buy
24,176
+3,723
+18% +$97.9K ﹤0.01% 1427
2023
Q4 		$543K Sell
20,453
-4,318
-17% -$111K ﹤0.01% 1453
2023
Q3 		$611K Buy
+24,771
New +$669K ﹤0.01% 1322
2017
Q4 		– Sell
-57,720
Closed -$1.49M – 163
2017
Q3 		$1.49M Buy
+57,720
New +$1.52M 0.12% 79

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Vanguard Portfolio Management
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Geode Capital Management
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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

Wealth Enhancement Advisory Services's NI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its NiSource (NI) stake by 55% in Q2 2026, buying an estimated $853K and bringing the position to 50,711 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Wealth Enhancement Advisory Services first reported a position in NI in Q3 2017 and has held it in 13 quarters since. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 50,711 shares of NiSource worth $2.38M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 18,033 NiSource shares in Q2 2026, an estimated $853K.
  • NiSource made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1464 holding.
  • Wealth Enhancement Advisory Services first reported a position in NiSource in Q3 2017 and has held it in 13 quarters since.
  • 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.