WA
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Waverly Advisors’s NiSource NI Stock Holding History

Waverly 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 		$3.65M Sell
78,134
-23,493
-23% -$1.06M 0.03% 491
2025
Q4 		$4.24M Sell
101,627
-35,411
-26% -$1.51M 0.03% 406
2025
Q3 		$5.93M Sell
137,038
-74,163
-35% -$3.07M 0.06% 292
2025
Q2 		$8.52M Buy
211,201
+20,378
+11% +$799K 0.09% 213
2025
Q1 		$7.65M Buy
190,823
+179,987
+1,661% +$6.93M 0.09% 219
2024
Q4 		$398K Sell
10,836
-752
-6% -$27K 0.01% 738
2024
Q3 		$402K Buy
11,588
+225
+2% +$7.18K 0.01% 618
2024
Q2 		$327K Buy
11,363
+687
+6% +$19.4K 0.01% 651
2024
Q1 		$295K Buy
+10,676
New +$281K 0.01% 577
2014
Q4 		– Sell
-290
Closed -$5K – 585
2014
Q3 		$5K Hold
290
– – ﹤0.01% 631
2014
Q2 		$4K Hold
290
– – ﹤0.01% 635
2014
Q1 		$4K Sell
290
-120
-29% -$1.62K ﹤0.01% 595
2013
Q4 		$5K Buy
+410
New +$5.08K ﹤0.01% 676

Other funds holding NI

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return