Planning Strategies Inc.’s NiSource NI Stock Holding History

Planning Strategies Inc.’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	$2.9K	Buy	+61	New	+$2.89K	﹤0.01%	506

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

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Planning Strategies Inc.'s NI Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in NiSource (NI) in Q2 2026: 61 shares worth $2.9K. The stake represents ﹤0.01% of the portfolio and ranks #506 among its holdings.

291 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Planning Strategies Inc. held 61 shares of NiSource worth $2.9K as of Q2 2026.
NiSource was a new Planning Strategies Inc. position in Q2 2026.
NiSource made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #506 holding.
291 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.