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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
Q2 		– Sell
-3,500
Closed -$163K – 150
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hartree Partners's NI Position: Q2 2026 in Review

Hartree Partners sold out of NiSource (NI) in Q2 2026, closing a stake of 3,500 shares — an estimated $163K sold.

Hartree Partners first reported a position in NI in Q4 2024 and held it in 3 quarters. The position peaked at $3.98M in Q4 2024. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Hartree Partners reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
  • Hartree Partners sold 3,500 NiSource shares in Q2 2026, an estimated $163K.
  • Hartree Partners first reported a position in NiSource in Q4 2024 and held it in 3 quarters.
  • Hartree Partners's NiSource position peaked at $3.98M in Q4 2024.
  • 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Hartree Partners's 13F filing for Q2 2026, filed 12 Aug 2026.