Evolution Wealth Management’s NiSource NI Stock Holding History

Evolution 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 Q1	$3.64K	Hold	78	–	–	﹤0.01%	668
2025 Q4	$3.26K	Buy	+78	New	+$3.33K	﹤0.01%	597

Other funds holding NI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evolution Wealth Management's NI Position: Q1 2026 in Review

Evolution Wealth Management held its NiSource (NI) position steady in Q1 2026 at 78 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Evolution Wealth Management first reported a position in NI in Q4 2025 and has held it in 2 quarters since. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Evolution Wealth Management held 78 shares of NiSource worth $3.64K as of Q1 2026.
Evolution Wealth Management left its NiSource share count unchanged in Q1 2026.
NiSource made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #668 holding.
Evolution Wealth Management first reported a position in NiSource in Q4 2025 and has held it in 2 quarters since.
877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.