VCA
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Verdence Capital Advisors’s NiSource NI Stock Holding History

Verdence Capital 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 		– Sell
-14,474
Closed -$604K – 724
2025
Q4 		$604K Buy
14,474
+155
+1% +$6.62K 0.04% 375
2025
Q3 		$626K Buy
14,319
+245
+2% +$10.1K 0.04% 382
2025
Q2 		$568K Buy
14,074
+512
+4% +$20.1K 0.04% 375
2025
Q1 		$544K Buy
13,562
+2,768
+26% +$107K 0.04% 360
2024
Q4 		$397K Buy
10,794
+63
+0.6% +$2.26K 0.03% 405
2024
Q3 		$372K Buy
10,731
+517
+5% +$16.5K 0.03% 453
2024
Q2 		$294K Buy
10,214
+158
+2% +$4.46K 0.03% 476
2024
Q1 		$278K Buy
+10,056
New +$264K 0.03% 497

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

Verdence Capital Advisors's NI Position: Q1 2026 in Review

Verdence Capital Advisors sold out of NiSource (NI) in Q1 2026, closing a stake of 14,474 shares — an estimated $604K sold.

Verdence Capital Advisors first reported a position in NI in Q1 2024 and held it in 8 quarters. The position peaked at $626K in Q3 2025. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Verdence Capital Advisors reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
  • Verdence Capital Advisors sold 14,474 NiSource shares in Q1 2026, an estimated $604K.
  • Verdence Capital Advisors first reported a position in NiSource in Q1 2024 and held it in 8 quarters.
  • Verdence Capital Advisors's NiSource position peaked at $626K in Q3 2025.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.