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Custom Index Systems’s NiSource NI Stock Holding History

Custom Index Systems’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 		$488K Sell
10,458
-232
-2% -$10.5K 0.21% 132
2025
Q4 		$446K Sell
10,690
-3,034
-22% -$130K 0.2% 147
2025
Q3 		$594K Buy
13,724
+4,190
+44% +$173K 0.18% 144
2025
Q2 		$385K Sell
9,534
-581
-6% -$22.8K 0.18% 169
2025
Q1 		$406K Buy
10,115
+2,805
+38% +$108K 0.21% 157
2024
Q4 		$269K Buy
+7,310
New +$262K 0.14% 189

Other funds holding NI

BlackRock
BlackRock New York $5.72T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
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 $1.56T AUM 27.86% 1-Year Est. Return

Custom Index Systems's NI Position: Q1 2026 in Review

Custom Index Systems reduced its NiSource (NI) stake by 2.2% in Q1 2026, selling an estimated $10.5K and leaving 10,458 shares worth $488K. The position accounts for 0.21% of the portfolio, ranked #132.

Custom Index Systems first reported a position in NI in Q4 2024 and has held it in 6 quarters since. The position peaked at $594K in Q3 2025. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Custom Index Systems held 10,458 shares of NiSource worth $488K as of Q1 2026.
  • Custom Index Systems sold 232 NiSource shares in Q1 2026, an estimated $10.5K.
  • NiSource made up 0.21% of Custom Index Systems's portfolio in Q1 2026, its #132 holding.
  • Custom Index Systems first reported a position in NiSource in Q4 2024 and has held it in 6 quarters since.
  • Custom Index Systems's NiSource position peaked at $594K in Q3 2025.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.