Covestor’s NiSource NI Stock Holding History

Covestor’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	$15K	Sell	315 -84	-21%	-$3.78K	0.01%	1233
2025 Q4	$17K	Sell	399 -72	-15%	-$3.08K	0.01%	1356
2025 Q3	$20K	Buy	471 +32	+7%	+$1.32K	0.01%	1275
2025 Q2	$18K	Sell	439 -223	-34%	-$8.74K	0.01%	1292
2025 Q1	$27K	Buy	662 +146	+28%	+$5.62K	0.02%	1088
2024 Q4	$19K	Sell	516 -156	-23%	-$5.6K	0.01%	1221
2024 Q3	$23K	Sell	672 -2,333	-78%	-$74.4K	0.01%	1162
2024 Q2	$87K	Buy	3,005 +2,300	+326%	+$64.9K	0.06%	585
2024 Q1	$20K	Buy	705 +181	+35%	+$4.76K	0.01%	1220
2023 Q4	$14K	Sell	524 -2	-0.4%	-$51	0.01%	1350
2023 Q3	$13K	Sell	526 -284	-35%	-$7.67K	0.01%	1299
2023 Q2	$22K	Buy	810 +270	+50%	+$7.49K	0.02%	1098
2023 Q1	$15K	Buy	540 +22	+4%	+$602	0.01%	1114
2022 Q4	$14K	Buy	518 +8	+2%	+$210	0.01%	1172
2022 Q3	$13K	Sell	510 -2,413	-83%	-$71.1K	0.01%	1159
2022 Q2	$86K	Sell	2,923 -2,205	-43%	-$66.8K	0.07%	495
2022 Q1	$163K	Buy	5,128 +2,505	+96%	+$72.7K	0.11%	235
2021 Q4	$72K	Buy	+2,623	New	+$66.7K	0.1%	325

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