JSF Financial’s NiSource NI Stock Holding History

JSF Financial’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	$1.41M	Buy	30,191 +199	+0.7%	+$8.96K	0.28%	42
2025 Q4	$1.25M	Sell	29,992 -168	-0.6%	-$7.18K	0.26%	51
2025 Q3	$1.31M	Buy	+30,160	New	+$1.25M	0.29%	46

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

JSF Financial's NI Position: Q1 2026 in Review

JSF Financial increased its NiSource (NI) stake by 0.66% in Q1 2026, buying an estimated $8.96K and bringing the position to 30,191 shares worth $1.41M. The position accounts for 0.28% of the portfolio, ranked #42.

JSF Financial first reported a position in NI in Q3 2025 and has held it in 3 quarters since. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

JSF Financial held 30,191 shares of NiSource worth $1.41M as of Q1 2026.
JSF Financial bought 199 NiSource shares in Q1 2026, an estimated $8.96K.
NiSource made up 0.28% of JSF Financial's portfolio in Q1 2026, its #42 holding.
JSF Financial first reported a position in NiSource in Q3 2025 and has held it in 3 quarters since.
877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.