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Empowered Funds’s NiSource NI Stock Holding History

Empowered Funds’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
2023
Q1 		– Sell
-79,940
Closed -$2.19M – 648
2022
Q4 		$2.19M Buy
+79,940
New +$2.1M 0.14% 182

Other funds holding NI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empowered Funds's NI Position: Q1 2026 in Review

Empowered Funds reduced its NiSource (NI) stake by 40% in Q1 2026, selling an estimated $786K and leaving 26,621 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #1325.

Empowered Funds first reported a position in NI in Q3 2022 and has held it in 10 quarters since. The position peaked at $2.14M in Q2 2023. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Empowered Funds held 26,621 shares of NiSource worth $1.24M as of Q1 2026.
  • Empowered Funds sold 17,447 NiSource shares in Q1 2026, an estimated $786K.
  • NiSource made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1325 holding.
  • Empowered Funds first reported a position in NiSource in Q3 2022 and has held it in 10 quarters since.
  • Empowered Funds's NiSource position peaked at $2.14M in Q2 2023.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.