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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SHP Wealth Management's NI Position: Q1 2026 in Review

SHP Wealth Management increased its NiSource (NI) stake by 1.2% in Q1 2026, buying an estimated $2.25K and bringing the position to 4,310 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #269.

SHP Wealth Management first reported a position in NI in Q4 2025 and has held it in 2 quarters since. 879 funds tracked by Wall St. Rank hold NI as of Q1 2026.

SHP Wealth Management held 4,310 shares of NiSource worth $201K as of Q1 2026.
SHP Wealth Management bought 50 NiSource shares in Q1 2026, an estimated $2.25K.
NiSource made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #269 holding.
SHP Wealth Management first reported a position in NiSource in Q4 2025 and has held it in 2 quarters since.
879 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.