Wealthspire Advisors (New York)’s NiSource NI Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-1,735	Closed	-$75.1K	–	2224
2025 Q3	$75.1K	Buy	+1,735	New	+$71.8K	﹤0.01%	1101
2021 Q2	–	Sell	-20,222	Closed	-$488K	–	565
2021 Q1	$488K	Buy	20,222 +2,283	+13%	+$51.5K	0.01%	402
2020 Q4	$412K	Buy	+17,939	New	+$420K	0.01%	344
2019 Q1	–	Sell	-407	Closed	-$10K	–	540
2018 Q4	$10K	Buy	+407	New	+$10.5K	﹤0.01%	509

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (New York)'s NI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of NiSource (NI) in Q4 2025, closing a stake of 1,735 shares — an estimated $75.1K sold.

Wealthspire Advisors (New York) first reported a position in NI in Q4 2018 and held it in 4 quarters. The position peaked at $488K in Q1 2021. 835 funds tracked by Wall St. Rank hold NI as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining NiSource position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,735 NiSource shares in Q4 2025, an estimated $75.1K.
Wealthspire Advisors (New York) first reported a position in NiSource in Q4 2018 and held it in 4 quarters.
Wealthspire Advisors (New York)'s NiSource position peaked at $488K in Q1 2021.
835 funds tracked by Wall St. Rank held NiSource as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.