Essential Partners
NI icon

Essential Partners’s NiSource NI Stock Holding History

Essential Partners’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
Q3 		$67.5K Buy
1,732
+681
+65% +$29.3K 0.03% 535
2026
Q2 		$50K Buy
1,051
+1,031
+5,155% +$48.8K 0.02% 621
2026
Q1 		$933 Hold
20
– – ﹤0.01% 2268
2025
Q4 		$835 Buy
+20
New +$854 ﹤0.01% 2088

Other funds holding NI

Assenagon Asset Management
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Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Essential Partners's NI Position: Q3 2026 in Review

Essential Partners increased its NiSource (NI) stake by 65% in Q3 2026, buying an estimated $29.3K and bringing the position to 1,732 shares worth $67.5K. The position accounts for 0.03% of the portfolio, ranked #535.

Essential Partners first reported a position in NI in Q4 2025 and has held it in 4 quarters since. 157 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Essential Partners held 1,732 shares of NiSource worth $67.5K as of Q3 2026.
  • Essential Partners bought 681 NiSource shares in Q3 2026, an estimated $29.3K.
  • NiSource made up 0.03% of Essential Partners's portfolio in Q3 2026, its #535 holding.
  • Essential Partners first reported a position in NiSource in Q4 2025 and has held it in 4 quarters since.
  • 157 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.