Evermay Wealth Management
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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
Q3 		$30.8K Hold
791
– – ﹤0.01% 392
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

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Evermay Wealth Management's NI Position: Q3 2026 in Review

Evermay Wealth Management held its NiSource (NI) position steady in Q3 2026 at 791 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Evermay Wealth Management first reported a position in NI in Q2 2021 and has held it in 3 quarters since. The position peaked at $37.6K in Q2 2026. 512 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Evermay Wealth Management held 791 shares of NiSource worth $30.8K as of Q3 2026.
  • Evermay Wealth Management left its NiSource share count unchanged in Q3 2026.
  • NiSource made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #392 holding.
  • Evermay Wealth Management first reported a position in NiSource in Q2 2021 and has held it in 3 quarters since.
  • Evermay Wealth Management's NiSource position peaked at $37.6K in Q2 2026.
  • 512 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.