HFP
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Holistic Financial Partners’s NiSource NI Stock Holding History

Holistic Financial Partners’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 		$586K Buy
12,568
+93
+0.7% +$4.19K 0.22% 55
2025
Q4 		$521K Hold
12,475
– – 0.19% 58
2025
Q3 		$540K Buy
12,475
+29
+0.2% +$1.2K 0.22% 57
2025
Q2 		$502K Buy
12,446
+90
+0.7% +$3.53K 0.22% 54
2025
Q1 		$495K Sell
12,356
-2,474
-17% -$95.3K 0.24% 54
2024
Q4 		$545K Sell
14,830
-510
-3% -$18.3K 0.27% 48
2024
Q3 		$532K Buy
15,340
+48
+0.3% +$1.53K 0.26% 47
2024
Q2 		$441K Sell
15,292
-127
-0.8% -$3.58K 0.22% 55
2024
Q1 		$426K Buy
15,419
+15
+0.1% +$394 0.22% 57
2023
Q4 		$409K Buy
15,404
+90
+0.6% +$2.31K 0.25% 54
2023
Q3 		$378K Hold
15,314
– – 0.25% 52
2023
Q2 		$419K Hold
15,314
– – 0.29% 46
2023
Q1 		$428K Buy
15,314
+141
+0.9% +$3.86K 0.34% 47
2022
Q4 		$416K Buy
15,173
+133
+0.9% +$3.5K 0.37% 44
2022
Q3 		$379K Buy
15,040
+112
+0.8% +$3.3K 0.38% 42
2022
Q2 		$440K Buy
14,928
+114
+0.8% +$3.45K 0.42% 40
2022
Q1 		$471K Buy
14,814
+122
+0.8% +$3.54K 0.3% 44
2021
Q4 		$406K Buy
14,692
+127
+0.9% +$3.23K 0.24% 60
2021
Q3 		$353K Buy
14,565
+124
+0.9% +$3.09K 0.22% 69
2021
Q2 		$354K Buy
14,441
+125
+0.9% +$3.18K 0.21% 68
2021
Q1 		$345K Buy
14,316
+141
+1% +$3.18K 0.23% 63
2020
Q4 		$325K Buy
14,175
+122
+0.9% +$2.85K 0.22% 63
2020
Q3 		$309K Buy
14,053
+127
+0.9% +$2.95K 0.25% 56
2020
Q2 		$317K Buy
13,926
+124
+0.9% +$2.99K 0.27% 45
2020
Q1 		$345K Buy
13,802
+96
+0.7% +$2.65K 0.36% 40
2019
Q4 		$382K Buy
13,706
+104
+0.8% +$2.85K 0.23% 56
2019
Q3 		$407K Buy
+13,602
New +$399K 0.36% 38
2019
Q2 		– Sell
-13,415
Closed -$384K – 99
2019
Q1 		$384K Buy
13,415
+102
+0.8% +$2.75K 0.16% 65
2018
Q4 		$337K Buy
13,313
+100
+0.8% +$2.58K 0.35% 34
2018
Q3 		$329K Buy
13,213
+94
+0.7% +$2.49K 0.31% 38
2018
Q2 		$345K Buy
13,119
+105
+0.8% +$2.57K 0.39% 22
2018
Q1 		$311K Buy
13,014
+108
+0.8% +$2.56K 0.26% 38
2017
Q4 		$331K Buy
+12,906
New +$343K 0.27% 41

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

Holistic Financial Partners's NI Position: Q1 2026 in Review

Holistic Financial Partners increased its NiSource (NI) stake by 0.75% in Q1 2026, buying an estimated $4.19K and bringing the position to 12,568 shares worth $586K. The position accounts for 0.22% of the portfolio, ranked #55.

Holistic Financial Partners first reported a position in NI in Q4 2017 and has held it in 33 quarters since. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Holistic Financial Partners held 12,568 shares of NiSource worth $586K as of Q1 2026.
  • Holistic Financial Partners bought 93 NiSource shares in Q1 2026, an estimated $4.19K.
  • NiSource made up 0.22% of Holistic Financial Partners's portfolio in Q1 2026, its #55 holding.
  • Holistic Financial Partners first reported a position in NiSource in Q4 2017 and has held it in 33 quarters since.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.