EFG
NI icon

Everhart Financial Group’s NiSource NI Stock Holding History

Everhart Financial 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
Q2 		$1.48M Sell
31,219
-1,905
-6% -$90.1K 0.1% 111
2026
Q1 		$1.55M Buy
33,124
+734
+2% +$33.1K 0.13% 105
2025
Q4 		$1.35M Buy
32,390
+939
+3% +$40.1K 0.13% 108
2025
Q3 		$1.36M Buy
31,451
+837
+3% +$34.7K 0.14% 100
2025
Q2 		$1.23M Buy
30,614
+590
+2% +$23.1K 0.14% 99
2025
Q1 		$1.2M Buy
30,024
+801
+3% +$30.9K 0.16% 88
2024
Q4 		$1.07M Buy
29,223
+1,142
+4% +$41K 0.22% 91
2024
Q3 		$973K Buy
28,081
+2,979
+12% +$95.1K 0.22% 107
2024
Q2 		$723K Buy
25,102
+6,811
+37% +$192K 0.19% 112
2024
Q1 		$506K Buy
18,291
+9,378
+105% +$247K 0.15% 144
2023
Q4 		$237K Sell
8,913
-4,345
-33% -$112K 0.08% 214
2023
Q3 		$327K Buy
13,258
+1,446
+12% +$39.1K 0.14% 145
2023
Q2 		$323K Buy
11,812
+2,260
+24% +$62.7K 0.13% 151
2023
Q1 		$267K Buy
+9,552
New +$261K 0.12% 153
2022
Q3 		– Sell
-7,251
Closed -$214K – 213
2022
Q2 		$214K Buy
+7,251
New +$220K 0.13% 167

Other funds holding NI

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Everhart Financial Group's NI Position: Q2 2026 in Review

Everhart Financial Group reduced its NiSource (NI) stake by 5.8% in Q2 2026, selling an estimated $90.1K and leaving 31,219 shares worth $1.48M. The position accounts for 0.1% of the portfolio, ranked #111.

Everhart Financial Group first reported a position in NI in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.55M in Q1 2026. 108 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Everhart Financial Group held 31,219 shares of NiSource worth $1.48M as of Q2 2026.
  • Everhart Financial Group sold 1,905 NiSource shares in Q2 2026, an estimated $90.1K.
  • NiSource made up 0.1% of Everhart Financial Group's portfolio in Q2 2026, its #111 holding.
  • Everhart Financial Group first reported a position in NiSource in Q2 2022 and has held it in 15 quarters since.
  • Everhart Financial Group's NiSource position peaked at $1.55M in Q1 2026.
  • 108 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.