Estate Planners Group’s NiSource NI Stock Holding History

Estate Planners Group’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	–	Sell	-475	Closed	-$19.8K	–	301
2025 Q4	$19.8K	Buy	+475	New	+$20.3K	0.01%	213

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Estate Planners Group's NI Position: Q1 2026 in Review

Estate Planners Group sold out of NiSource (NI) in Q1 2026, closing a stake of 475 shares — an estimated $19.8K sold.

Estate Planners Group first reported a position in NI in Q4 2025 and held it in 1 quarter. The position peaked at $19.8K in Q4 2025. 886 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Estate Planners Group reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 475 NiSource shares in Q1 2026, an estimated $19.8K.
Estate Planners Group first reported a position in NiSource in Q4 2025 and held it in 1 quarter.
Estate Planners Group's NiSource position peaked at $19.8K in Q4 2025.
886 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.