Artemis Investment Management’s NiSource NI Stock Holding History

Artemis Investment Management’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	$45.7M	Buy	979,771 +501,205	+105%	+$22.6M	0.48%	77
2025 Q4	$20M	Sell	478,566 -449,456	-48%	-$19.2M	0.24%	107
2025 Q3	$40.2M	Sell	928,022 -73,140	-7%	-$3.03M	0.5%	71
2025 Q2	$40.4M	Sell	1,001,162 -449,942	-31%	-$17.6M	0.52%	70
2025 Q1	$58.2M	Buy	1,451,104 +857,229	+144%	+$33M	0.89%	39
2024 Q4	$21.8M	Buy	+593,875	New	+$21.3M	0.31%	96
2019 Q4	–	Sell	-263,868	Closed	-$7.7M	–	243
2019 Q3	$7.7M	Sell	263,868 -268,265	-50%	-$7.87M	0.11%	188
2019 Q2	$14.9M	Buy	532,133 +24,927	+5%	+$702K	0.18%	157
2019 Q1	$14.5M	Sell	507,206 -207,753	-29%	-$5.6M	0.17%	160
2018 Q4	$18.1M	Buy	714,959 +190,496	+36%	+$4.91M	0.24%	123
2018 Q3	$13.1M	Buy	+524,463	New	+$13.9M	0.15%	162
2016 Q4	–	Sell	-53,947	Closed	-$1.3M	–	243
2016 Q3	$1.3M	Sell	53,947 -22,215	-29%	-$556K	0.04%	182
2016 Q2	$2.02M	Sell	76,162 -35,174	-32%	-$844K	0.05%	178
2016 Q1	$2.62M	Buy	+111,336	New	+$2.39M	0.07%	165

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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