Scarborough Advisors’s NiSource NI Stock Holding History

Scarborough 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	–	Sell	-307	Closed	-$12.8K	–	777
2025 Q4	$12.8K	Buy	+307	New	+$13.1K	﹤0.01%	247

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Scarborough Advisors's NI Position: Q1 2026 in Review

Scarborough Advisors sold out of NiSource (NI) in Q1 2026, closing a stake of 307 shares — an estimated $12.8K sold.

Scarborough Advisors first reported a position in NI in Q4 2025 and held it in 1 quarter. The position peaked at $12.8K in Q4 2025. 886 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Scarborough Advisors reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
Scarborough Advisors sold 307 NiSource shares in Q1 2026, an estimated $12.8K.
Scarborough Advisors first reported a position in NiSource in Q4 2025 and held it in 1 quarter.
Scarborough Advisors's NiSource position peaked at $12.8K in Q4 2025.
886 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Scarborough Advisors's 13F filing for Q1 2026, filed 7 May 2026.