Intact Investment Management’s NiSource NI Stock Holding History

Intact Investment Management’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	-2,000	Closed	-$80.7K	–	316
2025 Q2	$80.7K	Buy	2,000 +200	+11%	+$7.84K	﹤0.01%	268
2025 Q1	$72.2K	Hold	1,800	–	–	﹤0.01%	284
2024 Q4	$66.2K	Buy	+1,800	New	+$64.6K	﹤0.01%	292
2015 Q4	–	Sell	-14,500	Closed	-$269K	–	264
2015 Q3	$269K	Sell	14,500 -22,403	-61%	-$383K	0.01%	212
2015 Q2	$661K	Hold	36,903	–	–	0.03%	171
2015 Q1	$640K	Hold	36,903	–	–	0.03%	185
2014 Q4	$615K	Hold	36,903	–	–	0.02%	187
2014 Q3	$594K	Hold	36,903	–	–	0.02%	180
2014 Q2	$570K	Hold	36,903	–	–	0.02%	167
2014 Q1	$515K	Hold	36,903	–	–	0.02%	168
2013 Q4	$477K	Hold	36,903	–	–	0.02%	159
2013 Q3	$448K	Buy	+36,903	New	+$437K	0.02%	150

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Intact Investment Management's NI Position: Q3 2025 in Review

Intact Investment Management sold out of NiSource (NI) in Q3 2025, closing a stake of 2,000 shares — an estimated $80.7K sold.

Intact Investment Management first reported a position in NI in Q3 2013 and held it in 12 quarters. The position peaked at $661K in Q2 2015. 785 funds tracked by Wall St. Rank hold NI as of Q3 2025.

Intact Investment Management reported no remaining NiSource position as of Q3 2025 after selling out during the quarter.
Intact Investment Management sold 2,000 NiSource shares in Q3 2025, an estimated $80.7K.
Intact Investment Management first reported a position in NiSource in Q3 2013 and held it in 12 quarters.
Intact Investment Management's NiSource position peaked at $661K in Q2 2015.
785 funds tracked by Wall St. Rank held NiSource as of Q3 2025.

Based on Intact Investment Management's 13F filing for Q3 2025, filed 31 Oct 2025.