EWM
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Evermay Wealth Management’s NiSource NI Stock Holding History

Evermay Wealth Management’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 		$37.6K Buy
+791
New +$37.4K ﹤0.01% 383
2021
Q3 		– Sell
-624
Closed -$15K – 505
2021
Q2 		$15K Buy
+624
New +$15.9K ﹤0.01% 373

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 $3.37T AUM 44.26% 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

Evermay Wealth Management's NI Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in NiSource (NI) in Q2 2026: 791 shares worth $37.6K. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in NI as recently as Q2 2021.

Evermay Wealth Management first reported a position in NI in Q2 2021 and has held it in 2 quarters since. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Evermay Wealth Management held 791 shares of NiSource worth $37.6K as of Q2 2026.
  • NiSource was a new Evermay Wealth Management position in Q2 2026.
  • NiSource made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #383 holding.
  • Evermay Wealth Management first reported a position in NiSource in Q2 2021 and has held it in 2 quarters since.
  • 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.