EFS
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Essex Financial Services’s NiSource NI Stock Holding History

Essex Financial Services’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 		$248K Sell
5,308
-458
-8% -$20.6K 0.01% 676
2025
Q4 		$241K Buy
5,766
+82
+1% +$3.5K 0.01% 686
2025
Q3 		$246K Buy
5,684
+678
+14% +$28.1K 0.01% 632
2025
Q2 		$202K Buy
+5,006
New +$196K 0.01% 659

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

Essex Financial Services's NI Position: Q1 2026 in Review

Essex Financial Services reduced its NiSource (NI) stake by 7.9% in Q1 2026, selling an estimated $20.6K and leaving 5,308 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #676.

Essex Financial Services first reported a position in NI in Q2 2025 and has held it in 4 quarters since. 878 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Essex Financial Services held 5,308 shares of NiSource worth $248K as of Q1 2026.
  • Essex Financial Services sold 458 NiSource shares in Q1 2026, an estimated $20.6K.
  • NiSource made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #676 holding.
  • Essex Financial Services first reported a position in NiSource in Q2 2025 and has held it in 4 quarters since.
  • 878 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.