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
Q2 		$212K Sell
4,460
-848
-16% -$40.1K 0.01% 785
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 $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 $3.38T AUM 44.17% 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

Essex Financial Services's NI Position: Q2 2026 in Review

Essex Financial Services reduced its NiSource (NI) stake by 16% in Q2 2026, selling an estimated $40.1K and leaving 4,460 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #785.

Essex Financial Services first reported a position in NI in Q2 2025 and has held it in 5 quarters since. The position peaked at $248K in Q1 2026. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Essex Financial Services held 4,460 shares of NiSource worth $212K as of Q2 2026.
  • Essex Financial Services sold 848 NiSource shares in Q2 2026, an estimated $40.1K.
  • NiSource made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #785 holding.
  • Essex Financial Services first reported a position in NiSource in Q2 2025 and has held it in 5 quarters since.
  • Essex Financial Services's NiSource position peaked at $248K in Q1 2026.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.