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Richardson Financial Services’s NiSource NI Stock Holding History

Richardson Financial 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 		$206K Sell
4,409
-195
-4% -$8.79K 0.13% 151
2025
Q4 		$192K Sell
4,604
-370
-7% -$15.8K 0.06% 156
2025
Q3 		$215K Hold
4,974
– – 0.13% 142
2025
Q2 		$199K Sell
4,974
-100
-2% -$3.92K 0.13% 149
2025
Q1 		$203K Sell
5,074
-205
-4% -$7.9K 0.15% 139
2024
Q4 		$194K Sell
5,279
-359
-6% -$12.9K 0.14% 139
2024
Q3 		$162K Hold
5,638
– – 0.1% 166
2024
Q2 		$162K Sell
5,638
-410
-7% -$11.6K 0.12% 156
2024
Q1 		$167K Buy
6,048
+515
+9% +$13.5K 0.12% 158
2023
Q4 		$147K Buy
+5,533
New +$142K 0.13% 150

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

Richardson Financial Services's NI Position: Q1 2026 in Review

Richardson Financial Services reduced its NiSource (NI) stake by 4.2% in Q1 2026, selling an estimated $8.79K and leaving 4,409 shares worth $206K. The position accounts for 0.13% of the portfolio, ranked #151.

Richardson Financial Services first reported a position in NI in Q4 2023 and has held it in 10 quarters since. The position peaked at $215K in Q3 2025. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Richardson Financial Services held 4,409 shares of NiSource worth $206K as of Q1 2026.
  • Richardson Financial Services sold 195 NiSource shares in Q1 2026, an estimated $8.79K.
  • NiSource made up 0.13% of Richardson Financial Services's portfolio in Q1 2026, its #151 holding.
  • Richardson Financial Services first reported a position in NiSource in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's NiSource position peaked at $215K in Q3 2025.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.