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Prudent Man Advisors’s NiSource NI Stock Holding History

Prudent Man 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 		$537K Buy
11,505
+3,742
+48% +$169K 0.16% 108
2025
Q4 		$324K Hold
7,763
– – 0.12% 119
2025
Q3 		$336K Sell
7,763
-9,506
-55% -$394K 0.12% 114
2025
Q2 		$697K Buy
17,269
+30
+0.2% +$1.18K 0.22% 102
2025
Q1 		$691K Buy
17,239
+464
+3% +$17.9K 0.25% 95
2024
Q4 		$617K Sell
16,775
-2,312
-12% -$83K 0.22% 100
2024
Q3 		$661K Sell
19,087
-6,080
-24% -$194K 0.22% 111
2024
Q2 		$725K Buy
25,167
+845
+3% +$23.8K 0.26% 95
2024
Q1 		$673K Buy
+24,322
New +$639K 0.25% 96

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

Prudent Man Advisors's NI Position: Q1 2026 in Review

Prudent Man Advisors increased its NiSource (NI) stake by 48% in Q1 2026, buying an estimated $169K and bringing the position to 11,505 shares worth $537K. The position accounts for 0.16% of the portfolio, ranked #108.

Prudent Man Advisors first reported a position in NI in Q1 2024 and has held it in 9 quarters since. The position peaked at $725K in Q2 2024. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Prudent Man Advisors held 11,505 shares of NiSource worth $537K as of Q1 2026.
  • Prudent Man Advisors bought 3,742 NiSource shares in Q1 2026, an estimated $169K.
  • NiSource made up 0.16% of Prudent Man Advisors's portfolio in Q1 2026, its #108 holding.
  • Prudent Man Advisors first reported a position in NiSource in Q1 2024 and has held it in 9 quarters since.
  • Prudent Man Advisors's NiSource position peaked at $725K in Q2 2024.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.