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Wealth Preservation Advisors’s NiSource NI Stock Holding History

Wealth Preservation 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
Q1 		– Sell
-82
Closed -$3.42K – 1141
2025
Q4 		$3.42K Hold
82
– – ﹤0.01% 439
2025
Q3 		$3.55K Hold
82
– – ﹤0.01% 419
2025
Q2 		$3.31K Hold
82
– – ﹤0.01% 416
2025
Q1 		$3.29K Buy
+82
New +$3.16K ﹤0.01% 435

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Preservation Advisors's NI Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of NiSource (NI) in Q1 2026, closing a stake of 82 shares — an estimated $3.42K sold.

Wealth Preservation Advisors first reported a position in NI in Q1 2025 and held it in 4 quarters. The position peaked at $3.55K in Q3 2025. 884 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 82 NiSource shares in Q1 2026, an estimated $3.42K.
  • Wealth Preservation Advisors first reported a position in NiSource in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's NiSource position peaked at $3.55K in Q3 2025.
  • 884 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.