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Brookstone Capital Management’s NiSource NI Stock Holding History

Brookstone Capital 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
2025
Q1 		– Sell
-313,667
Closed -$11.5M – 1048
2024
Q4 		$11.5M Sell
313,667
-20,534
-6% -$737K 0.17% 147
2024
Q3 		$11.6M Sell
334,201
-1,652
-0.5% -$52.7K 0.17% 144
2024
Q2 		$10.3M Sell
335,853
-14,332
-4% -$404K 0.17% 145
2024
Q1 		$9.69M Buy
+350,185
New +$9.21M 0.17% 144
2018
Q3 		– Sell
-8,118
Closed -$213K – 427
2018
Q2 		$213K Buy
+8,118
New +$199K 0.02% 347
2015
Q3 		– Sell
-1,812
Closed -$32K – 2079
2015
Q2 		$32K Buy
+1,812
New +$32.2K ﹤0.01% 642

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Brookstone Capital Management's NI Position: Q1 2025 in Review

Brookstone Capital Management sold out of NiSource (NI) in Q1 2025, closing a stake of 313,667 shares — an estimated $11.5M sold.

Brookstone Capital Management first reported a position in NI in Q2 2015 and held it in 6 quarters. The position peaked at $11.6M in Q3 2024. 796 funds tracked by Wall St. Rank hold NI as of Q1 2025.

  • Brookstone Capital Management reported no remaining NiSource position as of Q1 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 313,667 NiSource shares in Q1 2025, an estimated $11.5M.
  • Brookstone Capital Management first reported a position in NiSource in Q2 2015 and held it in 6 quarters.
  • Brookstone Capital Management's NiSource position peaked at $11.6M in Q3 2024.
  • 796 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on Brookstone Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.