Board of the Pension Protection Fund’s NiSource NI Stock Holding History

Board of the Pension Protection Fund’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	$827K	Sell	17,400 -16,800	-49%	-$795K	0.78%	62
2026 Q1	$1.6M	Buy	34,200 +32,300	+1,700%	+$1.46M	1.47%	23
2025 Q4	$79.3K	Sell	1,900 -33,100	-95%	-$1.41M	0.08%	80
2025 Q3	$1.52M	Buy	35,000 +4,100	+13%	+$170K	1.48%	7
2025 Q2	$1.25M	Buy	30,900 +6,300	+26%	+$247K	1.35%	36
2025 Q1	$986K	Buy	+24,600	New	+$948K	1.13%	16

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

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

Board of the Pension Protection Fund's NI Position: Q2 2026 in Review

Board of the Pension Protection Fund reduced its NiSource (NI) stake by 49% in Q2 2026, selling an estimated $795K and leaving 17,400 shares worth $827K. The position accounts for 0.78% of the portfolio, ranked #62.

Board of the Pension Protection Fund first reported a position in NI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.6M in Q1 2026. 474 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Board of the Pension Protection Fund held 17,400 shares of NiSource worth $827K as of Q2 2026.
Board of the Pension Protection Fund sold 16,800 NiSource shares in Q2 2026, an estimated $795K.
NiSource made up 0.78% of Board of the Pension Protection Fund's portfolio in Q2 2026, its #62 holding.
Board of the Pension Protection Fund first reported a position in NiSource in Q1 2025 and has held it in 6 quarters since.
Board of the Pension Protection Fund's NiSource position peaked at $1.6M in Q1 2026.
474 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Board of the Pension Protection Fund's 13F filing for Q2 2026, filed 7 Aug 2026.