FCH
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Freestone Capital Holdings’s NiSource NI Stock Holding History

Freestone Capital Holdings’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
Q2 		– Sell
-5,283
Closed -$212K – 477
2025
Q1 		$212K Buy
+5,283
New +$204K 0.01% 412
2021
Q1 		– Sell
-500
Closed -$11.5K – 858
2020
Q4 		$11.5K Hold
500
– – ﹤0.01% 832
2020
Q3 		$11K Buy
+500
New +$11.6K ﹤0.01% 727

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freestone Capital Holdings's NI Position: Q2 2025 in Review

Freestone Capital Holdings sold out of NiSource (NI) in Q2 2025, closing a stake of 5,283 shares — an estimated $212K sold.

Freestone Capital Holdings first reported a position in NI in Q3 2020 and held it in 3 quarters. The position peaked at $212K in Q1 2025. 773 funds tracked by Wall St. Rank hold NI as of Q2 2025.

  • Freestone Capital Holdings reported no remaining NiSource position as of Q2 2025 after selling out during the quarter.
  • Freestone Capital Holdings sold 5,283 NiSource shares in Q2 2025, an estimated $212K.
  • Freestone Capital Holdings first reported a position in NiSource in Q3 2020 and held it in 3 quarters.
  • Freestone Capital Holdings's NiSource position peaked at $212K in Q1 2025.
  • 773 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on Freestone Capital Holdings's 13F filing for Q2 2025, filed 5 Aug 2025.