Jacobs Levy Equity Management’s NiSource NI Stock Holding History

Jacobs Levy Equity 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
2026 Q1	$5.15M	Buy	+110,305	New	+$4.97M	0.02%	411
2025 Q3	–	Sell	-16,685	Closed	-$673K	–	1059
2025 Q2	$673K	Sell	16,685 -1,024	-6%	-$40.2K	﹤0.01%	827
2025 Q1	$710K	Buy	+17,709	New	+$682K	﹤0.01%	871
2019 Q1	–	Sell	-86,590	Closed	-$2.19M	–	1008
2018 Q4	$2.19M	Sell	86,590 -413,660	-83%	-$10.7M	0.04%	439
2018 Q3	$12.5M	Sell	500,250 -170,220	-25%	-$4.5M	0.18%	148
2018 Q2	$17.6M	Sell	670,470 -21,940	-3%	-$538K	0.28%	109
2018 Q1	$16.6M	Buy	692,410 +38,020	+6%	+$900K	0.28%	118
2017 Q4	$16.8M	Sell	654,390 -11,520	-2%	-$306K	0.3%	115
2017 Q3	$17M	Buy	665,910 +14,260	+2%	+$375K	0.33%	88
2017 Q2	$16.5M	Sell	651,650 -30,580	-4%	-$762K	0.35%	88
2017 Q1	$16.2M	Buy	682,230 +184,400	+37%	+$4.22M	0.33%	88
2016 Q4	$11M	Buy	497,830 +463,500	+1,350%	+$10.3M	0.21%	150
2016 Q3	$828K	Buy	+34,330	New	+$859K	0.01%	608

Other funds holding NI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jacobs Levy Equity Management's NI Position: Q1 2026 in Review

Jacobs Levy Equity Management opened a new position in NiSource (NI) in Q1 2026: 110,305 shares worth $5.15M. The stake represents 0.02% of the portfolio and ranks #411 among its holdings. This is a return to the name: Jacobs Levy Equity Management previously reported a position in NI as recently as Q2 2025.

Jacobs Levy Equity Management first reported a position in NI in Q3 2016 and has held it in 13 quarters since. The position peaked at $17.6M in Q2 2018. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Jacobs Levy Equity Management held 110,305 shares of NiSource worth $5.15M as of Q1 2026.
NiSource was a new Jacobs Levy Equity Management position in Q1 2026.
NiSource made up 0.02% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #411 holding.
Jacobs Levy Equity Management first reported a position in NiSource in Q3 2016 and has held it in 13 quarters since.
Jacobs Levy Equity Management's NiSource position peaked at $17.6M in Q2 2018.
877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.