3IP
NI icon

3Chopt Investment Partners’s NiSource NI Stock Holding History

3Chopt Investment Partners’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 		$396K Buy
8,331
+52
+0.6% +$2.46K 0.07% 174
2026
Q1 		$386K Buy
8,279
+19
+0.2% +$856 0.09% 160
2025
Q4 		$345K Sell
8,260
-31
-0.4% -$1.32K 0.08% 171
2025
Q3 		$359K Buy
8,291
+26
+0.3% +$1.08K 0.08% 166
2025
Q2 		$333K Buy
8,265
+359
+5% +$14.1K 0.08% 175
2025
Q1 		$317K Buy
+7,906
New +$305K 0.08% 170
2024
Q3 		– Sell
-7,839
Closed -$226K – 145
2024
Q2 		$226K Buy
+7,839
New +$221K 0.07% 175
2024
Q1 		– Sell
-8,008
Closed -$213K – 130
2023
Q4 		$213K Buy
+8,008
New +$206K 0.08% 161
2023
Q3 		– Sell
-7,939
Closed -$217K – 108
2023
Q2 		$217K Hold
7,939
– – 0.11% 129
2023
Q1 		$222K Hold
7,939
– – 0.12% 135
2022
Q4 		$218K Buy
+7,939
New +$209K 0.12% 128

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

3Chopt Investment Partners's NI Position: Q2 2026 in Review

3Chopt Investment Partners increased its NiSource (NI) stake by 0.63% in Q2 2026, buying an estimated $2.46K and bringing the position to 8,331 shares worth $396K. The position accounts for 0.07% of the portfolio, ranked #174.

3Chopt Investment Partners first reported a position in NI in Q4 2022 and has held it in 11 quarters since. 474 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • 3Chopt Investment Partners held 8,331 shares of NiSource worth $396K as of Q2 2026.
  • 3Chopt Investment Partners bought 52 NiSource shares in Q2 2026, an estimated $2.46K.
  • NiSource made up 0.07% of 3Chopt Investment Partners's portfolio in Q2 2026, its #174 holding.
  • 3Chopt Investment Partners first reported a position in NiSource in Q4 2022 and has held it in 11 quarters since.
  • 474 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.