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McKinley Carter Wealth Services’s NiSource NI Stock Holding History

McKinley Carter Wealth Services’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 		$369K Hold
7,918
– – 0.02% 241
2025
Q4 		$331K Sell
7,918
-1,340
-14% -$57.2K 0.02% 265
2025
Q3 		$401K Hold
9,258
– – 0.02% 242
2025
Q2 		$373K Hold
9,258
– – 0.02% 244
2025
Q1 		$371K Hold
9,258
– – 0.02% 242
2024
Q4 		$340K Hold
9,258
– – 0.02% 237
2024
Q3 		$321K Hold
9,258
– – 0.02% 254
2024
Q2 		$267K Hold
9,258
– – 0.02% 272
2024
Q1 		$256K Hold
9,258
– – 0.02% 273
2023
Q4 		$246K Hold
9,258
– – 0.02% 275
2023
Q3 		$228K Sell
9,258
-865
-9% -$23.4K 0.02% 277
2023
Q2 		$277K Hold
10,123
– – 0.02% 256
2023
Q1 		$283K Hold
10,123
– – 0.02% 252
2022
Q4 		$278K Hold
10,123
– – 0.02% 252
2022
Q3 		$255K Hold
10,123
– – 0.02% 246
2022
Q2 		$299K Sell
10,123
-6
-0.1% -$182 0.03% 242
2022
Q1 		$322K Hold
10,129
– – 0.03% 235
2021
Q4 		$280K Hold
10,129
– – 0.02% 249
2021
Q3 		$245K Buy
10,129
+6
+0.1% +$150 0.02% 260
2021
Q2 		$248K Hold
10,123
– – 0.02% 255
2021
Q1 		$244K Hold
10,123
– – 0.02% 262
2020
Q4 		$232K Buy
+10,123
New +$237K 0.03% 236
2019
Q1 		– Sell
-11,552
Closed -$293K – 154
2018
Q4 		$293K Hold
11,552
– – 0.1% 127
2018
Q3 		$288K Hold
11,552
– – 0.09% 135
2018
Q2 		$304K Buy
11,552
+1
+0% +$25 0.1% 129
2018
Q1 		$276K Sell
11,551
-1
-0% -$24 0.09% 133
2017
Q4 		$297K Buy
+11,552
New +$307K 0.1% 127

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

McKinley Carter Wealth Services's NI Position: Q1 2026 in Review

McKinley Carter Wealth Services held its NiSource (NI) position steady in Q1 2026 at 7,918 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #241.

McKinley Carter Wealth Services first reported a position in NI in Q4 2017 and has held it in 27 quarters since. The position peaked at $401K in Q3 2025. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • McKinley Carter Wealth Services held 7,918 shares of NiSource worth $369K as of Q1 2026.
  • McKinley Carter Wealth Services left its NiSource share count unchanged in Q1 2026.
  • NiSource made up 0.02% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #241 holding.
  • McKinley Carter Wealth Services first reported a position in NiSource in Q4 2017 and has held it in 27 quarters since.
  • McKinley Carter Wealth Services's NiSource position peaked at $401K in Q3 2025.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.