EP
NI icon

Edgestream Partners’s NiSource NI Stock Holding History

Edgestream Partners’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 		$11.9M Sell
255,297
-11,743
-4% -$529K 0.39% 22
2025
Q4 		$11.2M Buy
+267,040
New +$11.4M 0.31% 52
2025
Q3 		– Sell
-57,910
Closed -$2.34M – 999
2025
Q2 		$2.34M Sell
57,910
-69,797
-55% -$2.74M 0.07% 498
2025
Q1 		$5.12M Sell
127,707
-106,443
-45% -$4.1M 0.17% 217
2024
Q4 		$8.61M Buy
+234,150
New +$8.41M 0.37% 28
2023
Q4 		– Sell
-8,199
Closed -$202K – 985
2023
Q3 		$202K Buy
+8,199
New +$222K 0.02% 784
2023
Q2 		– Sell
-21,033
Closed -$588K – 852
2023
Q1 		$588K Sell
21,033
-19,595
-48% -$536K 0.06% 383
2022
Q4 		$1.11M Sell
40,628
-65,615
-62% -$1.72M 0.13% 243
2022
Q3 		$2.68M Buy
+106,243
New +$3.13M 0.21% 165
2015
Q3 		– Sell
-41,570
Closed -$745K – 88
2015
Q2 		$745K Buy
+41,570
New +$740K 0.51% 50

Other funds holding NI

BlackRock
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
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 $1.47T AUM 27.86% 1-Year Est. Return