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 Q1	$305K	Buy	+6,539	New	+$295K	0.16%	135

Other funds holding NI

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $303B AUM 30.15% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Values First Advisors's NI Position: Q1 2026 in Review

Values First Advisors opened a new position in NiSource (NI) in Q1 2026: 6,539 shares worth $305K. The stake represents 0.16% of the portfolio and ranks #135 among its holdings.

877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Values First Advisors held 6,539 shares of NiSource worth $305K as of Q1 2026.
NiSource was a new Values First Advisors position in Q1 2026.
NiSource made up 0.16% of Values First Advisors's portfolio in Q1 2026, its #135 holding.
877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.