Kimelman & Baird’s NiSource NI Stock Holding History

Kimelman & Baird’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 Q3	$544K	Hold	13,950	–	–	0.04%	89
2026 Q2	$663K	Hold	13,950	–	–	0.05%	83
2026 Q1	$651K	Hold	13,950	–	–	0.05%	79
2025 Q4	$583K	Hold	13,950	–	–	0.04%	83
2025 Q3	$604K	Hold	13,950	–	–	0.05%	84
2025 Q2	$563K	Hold	13,950	–	–	0.05%	87
2025 Q1	$559K	Hold	13,950	–	–	0.05%	86
2024 Q4	$513K	Sell	13,950 -3,000	-18%	-$108K	0.04%	94
2024 Q3	$587K	Sell	16,950 -550	-3%	-$17.6K	0.05%	94
2024 Q2	$504K	Buy	+17,500	New	+$494K	0.04%	100

Other funds holding NI

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Kimelman & Baird's NI Position: Q3 2026 in Review

Kimelman & Baird held its NiSource (NI) position steady in Q3 2026 at 13,950 shares worth $544K. The position accounts for 0.04% of the portfolio, ranked #89.

Kimelman & Baird first reported a position in NI in Q2 2024 and has held it in 10 quarters since. The position peaked at $663K in Q2 2026. 344 funds tracked by Wall St. Rank hold NI as of Q3 2026.

Kimelman & Baird held 13,950 shares of NiSource worth $544K as of Q3 2026.
Kimelman & Baird left its NiSource share count unchanged in Q3 2026.
NiSource made up 0.04% of Kimelman & Baird's portfolio in Q3 2026, its #89 holding.
Kimelman & Baird first reported a position in NiSource in Q2 2024 and has held it in 10 quarters since.
Kimelman & Baird's NiSource position peaked at $663K in Q2 2026.
344 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Kimelman & Baird's 13F filing for Q3 2026, filed 3 Nov 2026.