Deseret Mutual Benefit Administrators’s NiSource NI Stock Holding History

Deseret Mutual Benefit Administrators’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	$55K	Buy	1,179 +528	+81%	+$23.8K	0.02%	389
2025 Q4	$27.2K	Hold	651	–	–	0.01%	423
2025 Q3	$28.2K	Hold	651	–	–	0.01%	402
2025 Q2	$26.3K	Hold	651	–	–	0.01%	405
2025 Q1	$26.1K	Hold	651	–	–	0.01%	401
2024 Q4	$23.9K	Hold	651	–	–	0.01%	411
2024 Q3	$22.6K	Hold	651	–	–	0.01%	419
2024 Q2	$18.8K	Hold	651	–	–	0.01%	427
2024 Q1	$18K	Hold	651	–	–	0.01%	438
2023 Q4	$17.3K	Sell	651 -241	-27%	-$6.19K	0.01%	444
2023 Q3	$22K	Hold	892	–	–	0.01%	427
2023 Q2	$24.4K	Hold	892	–	–	0.01%	424
2023 Q1	$24.9K	Hold	892	–	–	0.01%	410
2022 Q4	$24.5K	Sell	892 -722	-45%	-$19K	0.01%	417
2022 Q3	$41K	Sell	1,614 -544	-25%	-$16K	0.01%	424
2022 Q2	$64K	Hold	2,158	–	–	0.01%	388
2022 Q1	$69K	Sell	2,158 -610	-22%	-$17.7K	0.01%	410
2021 Q4	$76K	Hold	2,768	–	–	0.01%	414
2021 Q3	$67K	Hold	2,768	–	–	0.01%	424
2021 Q2	$68K	Buy	+2,768	New	+$70.4K	0.02%	440

Other funds holding NI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deseret Mutual Benefit Administrators's NI Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its NiSource (NI) stake by 81% in Q1 2026, buying an estimated $23.8K and bringing the position to 1,179 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #389.

Deseret Mutual Benefit Administrators first reported a position in NI in Q2 2021 and has held it in 20 quarters since. The position peaked at $76K in Q4 2021. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Deseret Mutual Benefit Administrators held 1,179 shares of NiSource worth $55K as of Q1 2026.
Deseret Mutual Benefit Administrators bought 528 NiSource shares in Q1 2026, an estimated $23.8K.
NiSource made up 0.02% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #389 holding.
Deseret Mutual Benefit Administrators first reported a position in NiSource in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's NiSource position peaked at $76K in Q4 2021.
877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.