Values First Advisors’s NiSource NI Stock Holding History

Values First 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 Q2	$341K	Buy	7,172 +633	+10%	+$30K	0.16%	141
2026 Q1	$305K	Buy	+6,539	New	+$295K	0.16%	135

Other funds holding NI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Values First Advisors's NI Position: Q2 2026 in Review

Values First Advisors increased its NiSource (NI) stake by 9.7% in Q2 2026, buying an estimated $30K and bringing the position to 7,172 shares worth $341K. The position accounts for 0.16% of the portfolio, ranked #141.

Values First Advisors first reported a position in NI in Q1 2026 and has held it in 2 quarters since. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Values First Advisors held 7,172 shares of NiSource worth $341K as of Q2 2026.
Values First Advisors bought 633 NiSource shares in Q2 2026, an estimated $30K.
NiSource made up 0.16% of Values First Advisors's portfolio in Q2 2026, its #141 holding.
Values First Advisors first reported a position in NiSource in Q1 2026 and has held it in 2 quarters since.
915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.