Arrowstreet Capital’s NiSource NI Stock Holding History

Arrowstreet Capital’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 Q3	–	Sell	-13,840	Closed	-$658K	–	1978
2026 Q2	$658K	Buy	+13,840	New	+$655K	﹤0.01%	1712
2025 Q2	–	Sell	-17,316	Closed	-$694K	–	2027
2025 Q1	$694K	Buy	+17,316	New	+$667K	﹤0.01%	1563
2022 Q4	–	Sell	-43,185	Closed	-$1.09M	–	1420
2022 Q3	$1.09M	Buy	+43,185	New	+$1.27M	﹤0.01%	975
2022 Q1	–	Sell	-44,473	Closed	-$1.23M	–	1438
2021 Q4	$1.23M	Buy	+44,473	New	+$1.13M	﹤0.01%	1118
2021 Q2	–	Sell	-44,600	Closed	-$1.08M	–	2116
2021 Q1	$1.08M	Buy	+44,600	New	+$1.01M	﹤0.01%	1761
2016 Q4	–	Sell	-869,669	Closed	-$21M	–	2251
2016 Q3	$21M	Sell	869,669 -860,738	-50%	-$21.5M	0.07%	286
2016 Q2	$45.9M	Sell	1,730,407 -331,719	-16%	-$7.96M	0.15%	148
2016 Q1	$48.6M	Buy	2,062,126 +2,044,726	+11,751%	+$43.9M	0.21%	121
2015 Q4	$339K	Buy	+17,400	New	+$335K	﹤0.01%	1225
2014 Q3	–	Sell	-1,207,964	Closed	-$18.7M	–	1074
2014 Q2	$18.7M	Buy	1,207,964 +625,072	+107%	+$9.04M	0.1%	209
2014 Q1	$8.14M	Buy	+582,892	New	+$7.88M	0.05%	336

Other funds holding NI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Arrowstreet Capital's NI Position: Q3 2026 in Review

Arrowstreet Capital sold out of NiSource (NI) in Q3 2026, closing a stake of 13,840 shares — an estimated $658K sold.

Arrowstreet Capital first reported a position in NI in Q1 2014 and held it in 11 quarters. The position peaked at $48.6M in Q1 2016. 738 funds tracked by Wall St. Rank hold NI as of Q3 2026.

Arrowstreet Capital reported no remaining NiSource position as of Q3 2026 after selling out during the quarter.
Arrowstreet Capital sold 13,840 NiSource shares in Q3 2026, an estimated $658K.
Arrowstreet Capital first reported a position in NiSource in Q1 2014 and held it in 11 quarters.
Arrowstreet Capital's NiSource position peaked at $48.6M in Q1 2016.
738 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Arrowstreet Capital's 13F filing for Q3 2026, filed 13 Nov 2026.