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SHP Wealth Management’s NiSource NI Stock Holding History

SHP Wealth Management’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 		$201K Sell
4,235
-75
-2% -$3.55K 0.01% 298
2026
Q1 		$201K Buy
4,310
+50
+1% +$2.25K 0.02% 269
2025
Q4 		$178K Buy
+4,260
New +$182K 0.01% 270

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 $3.38T AUM 44.17% 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

SHP Wealth Management's NI Position: Q2 2026 in Review

SHP Wealth Management reduced its NiSource (NI) stake by 1.7% in Q2 2026, selling an estimated $3.55K and leaving 4,235 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #298.

SHP Wealth Management first reported a position in NI in Q4 2025 and has held it in 3 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • SHP Wealth Management held 4,235 shares of NiSource worth $201K as of Q2 2026.
  • SHP Wealth Management sold 75 NiSource shares in Q2 2026, an estimated $3.55K.
  • NiSource made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #298 holding.
  • SHP Wealth Management first reported a position in NiSource in Q4 2025 and has held it in 3 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.