HIA
NI icon

HFM Investment Advisors’s NiSource NI Stock Holding History

HFM Investment 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
Q1 		$700 Hold
15
– – ﹤0.01% 541
2025
Q4 		$627 Hold
15
– – ﹤0.01% 625
2025
Q3 		$650 Sell
15
-1
-6% -$41 ﹤0.01% 550
2025
Q2 		$645 Buy
16
+10
+167% +$392 ﹤0.01% 553
2025
Q1 		$241 Buy
+6
New +$231 ﹤0.01% 557

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

HFM Investment Advisors's NI Position: Q1 2026 in Review

HFM Investment Advisors held its NiSource (NI) position steady in Q1 2026 at 15 shares worth $700. The position accounts for ﹤0.01% of the portfolio, ranked #541.

HFM Investment Advisors first reported a position in NI in Q1 2025 and has held it in 5 quarters since. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • HFM Investment Advisors held 15 shares of NiSource worth $700 as of Q1 2026.
  • HFM Investment Advisors left its NiSource share count unchanged in Q1 2026.
  • NiSource made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #541 holding.
  • HFM Investment Advisors first reported a position in NiSource in Q1 2025 and has held it in 5 quarters since.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.