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John Overdeck’s NiSource NI Stock Holding History

John Overdeck’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
2024
Q1 		– Sell
-434,000
Closed -$11.5M – 3259
2023
Q4 		$11.5M Buy
434,000
+386,700
+818% +$9.94M 0.03% 616
2023
Q3 		$1.17M Buy
+47,300
New +$1.28M ﹤0.01% 1844
2021
Q2 		– Sell
-10,600
Closed -$256K – 4407
2021
Q1 		$256K Sell
10,600
-1,300
-11% -$29.3K ﹤0.01% 3455
2020
Q4 		$273K Sell
11,900
-12,100
-50% -$283K ﹤0.01% 2936
2020
Q3 		$528K Buy
+24,000
New +$557K ﹤0.01% 2206
2020
Q1 		– Sell
-11,500
Closed -$320K – 3607
2019
Q4 		$320K Buy
11,500
+4,700
+69% +$129K ﹤0.01% 3141
2019
Q3 		$203K Buy
+6,800
New +$199K ﹤0.01% 3187
2019
Q2 		– Sell
-10,000
Closed -$287K – 3554
2019
Q1 		$287K Buy
+10,000
New +$270K ﹤0.01% 2629
2018
Q1 		– Sell
-10,800
Closed -$277K – 3390
2017
Q4 		$277K Buy
+10,800
New +$287K ﹤0.01% 2765
2017
Q3 		– Sell
-168,600
Closed -$4.28M – 3046
2017
Q2 		$4.28M Buy
168,600
+46,400
+38% +$1.16M 0.02% 945
2017
Q1 		$2.91M Buy
122,200
+101,100
+479% +$2.31M 0.01% 1221
2016
Q4 		$467K Sell
21,100
-100
-0.5% -$2.23K ﹤0.01% 2544
2016
Q3 		$511K Buy
+21,200
New +$531K ﹤0.01% 2426
2016
Q2 		– Sell
-12,000
Closed -$283K – 3119
2016
Q1 		$283K Buy
+12,000
New +$257K ﹤0.01% 2414
2015
Q4 		– Sell
-13,000
Closed -$241K – 2876
2015
Q3 		$241K Buy
+13,000
New +$222K ﹤0.01% 1899

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

John Overdeck's NI Position: Q2 2026 in Review

John Overdeck increased its NiSource (NI) stake by 36% in Q2 2026, buying an estimated $1.07M and bringing the position to 85,264 shares worth $4.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

John Overdeck first reported a position in NI in Q2 2013 and has held it in 38 quarters since. The position peaked at $58.9M in Q1 2017. 910 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • John Overdeck held 85,264 shares of NiSource worth $4.05M as of Q2 2026.
  • John Overdeck bought 22,581 NiSource shares in Q2 2026, an estimated $1.07M.
  • NiSource made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2341 holding.
  • John Overdeck first reported a position in NiSource in Q2 2013 and has held it in 38 quarters since.
  • John Overdeck's NiSource position peaked at $58.9M in Q1 2017.
  • 910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.