EWA
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EverSource Wealth Advisors’s NiSource NI Stock Holding History

EverSource Wealth Advisors’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 		$349K Sell
7,332
-43
-0.6% -$2.04K 0.01% 736
2026
Q1 		$344K Buy
7,375
+394
+6% +$17.8K 0.01% 779
2025
Q4 		$292K Buy
6,981
+537
+8% +$22.9K 0.01% 773
2025
Q3 		$279K Buy
6,444
+177
+3% +$7.33K 0.01% 751
2025
Q2 		$253K Buy
6,267
+2,135
+52% +$83.7K 0.01% 755
2025
Q1 		$166K Buy
4,132
+1,930
+88% +$74.3K 0.01% 726
2024
Q4 		$80.9K Buy
2,202
+1,705
+343% +$61.2K ﹤0.01% 979
2024
Q3 		$17.2K Buy
497
+148
+42% +$4.72K ﹤0.01% 1571
2024
Q2 		$10.9K Buy
349
+36
+12% +$1.01K ﹤0.01% 1805
2024
Q1 		$8.72K Sell
313
-63
-17% -$1.66K ﹤0.01% 1763
2023
Q4 		$9.98K Sell
376
-7
-2% -$180 ﹤0.01% 1557
2023
Q3 		$9.46K Sell
383
-451
-54% -$12.2K ﹤0.01% 1443
2023
Q2 		$22.8K Sell
834
-193
-19% -$5.36K ﹤0.01% 1105
2023
Q1 		$28.7K Buy
1,027
+96
+10% +$2.63K ﹤0.01% 964
2022
Q4 		$25.5K Sell
931
-317
-25% -$8.33K ﹤0.01% 988
2022
Q3 		$32K Buy
1,248
+808
+184% +$23.8K 0.01% 752
2022
Q2 		$13K Buy
440
+281
+177% +$8.51K ﹤0.01% 964
2022
Q1 		$5K Sell
159
-580
-78% -$16.8K ﹤0.01% 1271
2021
Q4 		$20K Buy
+739
New +$18.8K 0.01% 689

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

EverSource Wealth Advisors's NI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its NiSource (NI) stake by 0.58% in Q2 2026, selling an estimated $2.04K and leaving 7,332 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #736.

EverSource Wealth Advisors first reported a position in NI in Q4 2021 and has held it in 19 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • EverSource Wealth Advisors held 7,332 shares of NiSource worth $349K as of Q2 2026.
  • EverSource Wealth Advisors sold 43 NiSource shares in Q2 2026, an estimated $2.04K.
  • NiSource made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #736 holding.
  • EverSource Wealth Advisors first reported a position in NiSource in Q4 2021 and has held it in 19 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.