Focus Partners Wealth
NI icon

Focus Partners Wealth’s NiSource NI Stock Holding History

Focus Partners 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 		$1.05M Sell
22,403
-9,642
-30% -$434K ﹤0.01% 1603
2025
Q4 		$1.34M Buy
32,045
+18,040
+129% +$771K ﹤0.01% 1503
2025
Q3 		$606K Sell
14,005
-8,056
-37% -$334K ﹤0.01% 1531
2025
Q2 		$890K Buy
22,061
+9,716
+79% +$381K ﹤0.01% 1193
2025
Q1 		$495K Buy
12,345
+205
+2% +$7.9K ﹤0.01% 1349
2024
Q4 		$446K Buy
12,140
+3,692
+44% +$133K ﹤0.01% 1381
2024
Q3 		$293K Buy
+8,448
New +$270K ﹤0.01% 1339

Other funds holding NI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Focus Partners Wealth's NI Position: Q1 2026 in Review

Focus Partners Wealth reduced its NiSource (NI) stake by 30% in Q1 2026, selling an estimated $434K and leaving 22,403 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Focus Partners Wealth first reported a position in NI in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q4 2025. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Focus Partners Wealth held 22,403 shares of NiSource worth $1.05M as of Q1 2026.
  • Focus Partners Wealth sold 9,642 NiSource shares in Q1 2026, an estimated $434K.
  • NiSource made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1603 holding.
  • Focus Partners Wealth first reported a position in NiSource in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's NiSource position peaked at $1.34M in Q4 2025.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.