Expressive Wealth’s NiSource NI Stock Holding History

Expressive Wealth’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	–	Sell	-9,984	Closed	-$417K	–	158
2025 Q4	$417K	Buy	+9,984	New	+$427K	0.45%	71

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Expressive Wealth's NI Position: Q1 2026 in Review

Expressive Wealth sold out of NiSource (NI) in Q1 2026, closing a stake of 9,984 shares — an estimated $417K sold.

Expressive Wealth first reported a position in NI in Q4 2025 and held it in 1 quarter. The position peaked at $417K in Q4 2025. 883 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Expressive Wealth reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
Expressive Wealth sold 9,984 NiSource shares in Q1 2026, an estimated $417K.
Expressive Wealth first reported a position in NiSource in Q4 2025 and held it in 1 quarter.
Expressive Wealth's NiSource position peaked at $417K in Q4 2025.
883 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Expressive Wealth's 13F filing for Q1 2026, filed 11 May 2026.