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Hartree Partners’s NiSource NI Stock Holding History

Hartree 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 		$163K Buy
+3,500
New +$158K 0.04% 112
2025
Q3 		– Sell
-20,000
Closed -$807K – 95
2025
Q2 		$807K Buy
+20,000
New +$784K 0.23% 37
2025
Q1 		– Sell
-108,200
Closed -$3.98M – 69
2024
Q4 		$3.98M Buy
+108,200
New +$3.88M 1.47% 21

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

Hartree Partners's NI Position: Q1 2026 in Review

Hartree Partners opened a new position in NiSource (NI) in Q1 2026: 3,500 shares worth $163K. The stake represents 0.04% of the portfolio and ranks #112 among its holdings. This is a return to the name: Hartree Partners previously reported a position in NI as recently as Q2 2025.

Hartree Partners first reported a position in NI in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.98M in Q4 2024. 878 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Hartree Partners held 3,500 shares of NiSource worth $163K as of Q1 2026.
  • NiSource was a new Hartree Partners position in Q1 2026.
  • NiSource made up 0.04% of Hartree Partners's portfolio in Q1 2026, its #112 holding.
  • Hartree Partners first reported a position in NiSource in Q4 2024 and has held it in 3 quarters since.
  • Hartree Partners's NiSource position peaked at $3.98M in Q4 2024.
  • 878 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Hartree Partners's 13F filing for Q1 2026, filed 12 May 2026.