Clean Yield Group’s NiSource NI Stock Holding History

Clean Yield Group’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	-485	Closed	-$20.3K	–	408
2025 Q4	$20.3K	Hold	485	–	–	0.01%	287
2025 Q3	$21K	Buy	+485	New	+$20.1K	0.01%	288

Other funds holding NI

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clean Yield Group's NI Position: Q1 2026 in Review

Clean Yield Group sold out of NiSource (NI) in Q1 2026, closing a stake of 485 shares — an estimated $20.3K sold.

Clean Yield Group first reported a position in NI in Q3 2025 and held it in 2 quarters. The position peaked at $21K in Q3 2025. 885 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Clean Yield Group reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
Clean Yield Group sold 485 NiSource shares in Q1 2026, an estimated $20.3K.
Clean Yield Group first reported a position in NiSource in Q3 2025 and held it in 2 quarters.
Clean Yield Group's NiSource position peaked at $21K in Q3 2025.
885 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.