FGP
NI icon

Freestone Grove Partners’s NiSource NI Stock Holding History

Freestone Grove 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
2025
Q3 		– Sell
-545,606
Closed -$22M – 841
2025
Q2 		$22M Buy
+545,606
New +$21.4M 0.17% 188
2025
Q1 		– Sell
-7,129
Closed -$262K – 721
2024
Q4 		$262K Buy
+7,129
New +$256K ﹤0.01% 491

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Freestone Grove Partners's NI Position: Q3 2025 in Review

Freestone Grove Partners sold out of NiSource (NI) in Q3 2025, closing a stake of 545,606 shares — an estimated $22M sold.

Freestone Grove Partners first reported a position in NI in Q4 2024 and held it in 2 quarters. The position peaked at $22M in Q2 2025. 785 funds tracked by Wall St. Rank hold NI as of Q3 2025.

  • Freestone Grove Partners reported no remaining NiSource position as of Q3 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 545,606 NiSource shares in Q3 2025, an estimated $22M.
  • Freestone Grove Partners first reported a position in NiSource in Q4 2024 and held it in 2 quarters.
  • Freestone Grove Partners's NiSource position peaked at $22M in Q2 2025.
  • 785 funds tracked by Wall St. Rank held NiSource as of Q3 2025.

Based on Freestone Grove Partners's 13F filing for Q3 2025, filed 14 Nov 2025.