Atom Investors’s NiSource NI Stock Holding History

Atom Investors’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	-44,029	Closed	-$1.84M	–	780
2025 Q4	$1.84M	Buy	+44,029	New	+$1.88M	0.15%	212
2024 Q4	–	Sell	-77,190	Closed	-$2.67M	–	591
2024 Q3	$2.67M	Buy	+77,190	New	+$2.46M	0.28%	125
2024 Q2	–	Sell	-24,158	Closed	-$668K	–	600
2024 Q1	$668K	Buy	24,158 +1,317	+6%	+$34.6K	0.08%	276
2023 Q4	$606K	Buy	22,841 +7,939	+53%	+$204K	0.11%	248
2023 Q3	$368K	Buy	+14,902	New	+$403K	0.08%	282
2022 Q4	–	Sell	-10,091	Closed	-$254K	–	286
2022 Q3	$254K	Sell	10,091 -7,577	-43%	-$223K	0.09%	196
2022 Q2	$521K	Buy	17,668 +423	+2%	+$12.8K	0.23%	110
2022 Q1	$548K	Buy	+17,245	New	+$501K	0.26%	92
2019 Q2	–	Sell	-98,993	Closed	-$2.84M	–	548
2019 Q1	$2.84M	Buy	98,993 +59,508	+151%	+$1.6M	0.24%	115
2018 Q4	$1M	Buy	+39,485	New	+$1.02M	0.1%	337

Other funds holding NI

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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