MYIA
NI icon

Mount Yale Investment Advisors’s NiSource NI Stock Holding History

Mount Yale 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 		$808K Buy
17,307
+2,271
+15% +$102K 0.02% 572
2025
Q4 		$628K Sell
15,036
-412
-3% -$17.6K 0.03% 405
2025
Q3 		$669K Buy
15,448
+15,372
+20,226% +$636K 0.05% 353
2025
Q2 		$3.07K Buy
+76
New +$2.98K ﹤0.01% 1285

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $344B AUM 42.99% 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 $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mount Yale Investment Advisors's NI Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its NiSource (NI) stake by 15% in Q1 2026, buying an estimated $102K and bringing the position to 17,307 shares worth $808K. The position accounts for 0.02% of the portfolio, ranked #572.

Mount Yale Investment Advisors first reported a position in NI in Q2 2025 and has held it in 4 quarters since. 879 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Mount Yale Investment Advisors held 17,307 shares of NiSource worth $808K as of Q1 2026.
  • Mount Yale Investment Advisors bought 2,271 NiSource shares in Q1 2026, an estimated $102K.
  • NiSource made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #572 holding.
  • Mount Yale Investment Advisors first reported a position in NiSource in Q2 2025 and has held it in 4 quarters since.
  • 879 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.