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EP Wealth Advisors’s NiSource NI Stock Holding History

EP Wealth 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
Q2 		$724K Buy
15,217
+504
+3% +$23.9K ﹤0.01% 872
2026
Q1 		$687K Buy
14,713
+448
+3% +$20.2K ﹤0.01% 774
2025
Q4 		$596K Buy
+14,265
New +$609K ﹤0.01% 801
2025
Q2 		$541K Buy
13,412
+1,242
+10% +$48.7K ﹤0.01% 755
2025
Q1 		$488K Sell
12,170
-2,263
-16% -$87.2K ﹤0.01% 714
2024
Q4 		$531K Buy
14,433
+334
+2% +$12K ﹤0.01% 675
2024
Q3 		$489K Buy
+14,099
New +$450K ﹤0.01% 703

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EP Wealth Advisors's NI Position: Q2 2026 in Review

EP Wealth Advisors increased its NiSource (NI) stake by 3.4% in Q2 2026, buying an estimated $23.9K and bringing the position to 15,217 shares worth $724K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

EP Wealth Advisors first reported a position in NI in Q3 2024 and has held it in 7 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • EP Wealth Advisors held 15,217 shares of NiSource worth $724K as of Q2 2026.
  • EP Wealth Advisors bought 504 NiSource shares in Q2 2026, an estimated $23.9K.
  • NiSource made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #872 holding.
  • EP Wealth Advisors first reported a position in NiSource in Q3 2024 and has held it in 7 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.