SFP
NI icon

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
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 $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

Shepherd Financial Partners's NI Position: Q1 2026 in Review

Shepherd Financial Partners held its NiSource (NI) position steady in Q1 2026 at 7,711 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #187.

Shepherd Financial Partners first reported a position in NI in Q2 2024 and has held it in 8 quarters since. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Shepherd Financial Partners held 7,711 shares of NiSource worth $360K as of Q1 2026.
  • Shepherd Financial Partners left its NiSource share count unchanged in Q1 2026.
  • NiSource made up 0.03% of Shepherd Financial Partners's portfolio in Q1 2026, its #187 holding.
  • Shepherd Financial Partners first reported a position in NiSource in Q2 2024 and has held it in 8 quarters since.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.