SFP
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Shepherd Financial Partners’s NiSource NI Stock Holding History

Shepherd Financial Partners’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
Q2 		$368K Buy
7,729
+18
+0.2% +$852 0.03% 191
2026
Q1 		$360K Hold
7,711
– – 0.03% 187
2025
Q4 		$322K Sell
7,711
-15
-0.2% -$641 0.03% 197
2025
Q3 		$335K Buy
7,726
+70
+0.9% +$2.9K 0.03% 196
2025
Q2 		$309K Buy
7,656
+285
+4% +$11.2K 0.03% 196
2025
Q1 		$295K Buy
7,371
+122
+2% +$4.7K 0.03% 188
2024
Q4 		$266K Buy
7,249
+238
+3% +$8.54K 0.03% 188
2024
Q3 		$243K Hold
7,011
– – 0.03% 200
2024
Q2 		$202K Buy
+7,011
New +$198K 0.03% 209

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Shepherd Financial Partners's NI Position: Q2 2026 in Review

Shepherd Financial Partners increased its NiSource (NI) stake by 0.23% in Q2 2026, buying an estimated $852 and bringing the position to 7,729 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #191.

Shepherd Financial Partners first reported a position in NI in Q2 2024 and has held it in 9 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Shepherd Financial Partners held 7,729 shares of NiSource worth $368K as of Q2 2026.
  • Shepherd Financial Partners bought 18 NiSource shares in Q2 2026, an estimated $852.
  • NiSource made up 0.03% of Shepherd Financial Partners's portfolio in Q2 2026, its #191 holding.
  • Shepherd Financial Partners first reported a position in NiSource in Q2 2024 and has held it in 9 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.