NewEdge Wealth’s NiSource NI Stock Holding History

NewEdge Wealth’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	$353K	Sell	7,555 -2,830	-27%	-$127K	﹤0.01%	924
2025 Q4	$434K	Buy	10,385 +2,662	+34%	+$114K	﹤0.01%	897
2025 Q3	$331K	Buy	7,723 +411	+6%	+$17K	﹤0.01%	852
2025 Q2	$310K	Buy	7,312 +68	+0.9%	+$2.67K	﹤0.01%	826
2025 Q1	$290K	Sell	7,244 -1,116	-13%	-$43K	0.01%	779
2024 Q4	$307K	Buy	+8,360	New	+$300K	0.01%	759

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

NewEdge Wealth's NI Position: Q1 2026 in Review

NewEdge Wealth reduced its NiSource (NI) stake by 27% in Q1 2026, selling an estimated $127K and leaving 7,555 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

NewEdge Wealth first reported a position in NI in Q4 2024 and has held it in 6 quarters since. The position peaked at $434K in Q4 2025. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

NewEdge Wealth held 7,555 shares of NiSource worth $353K as of Q1 2026.
NewEdge Wealth sold 2,830 NiSource shares in Q1 2026, an estimated $127K.
NiSource made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #924 holding.
NewEdge Wealth first reported a position in NiSource in Q4 2024 and has held it in 6 quarters since.
NewEdge Wealth's NiSource position peaked at $434K in Q4 2025.
877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.