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 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

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

Kimelman & Baird's NI Position: Q1 2026 in Review

Kimelman & Baird held its NiSource (NI) position steady in Q1 2026 at 13,950 shares worth $651K. The position accounts for 0.05% of the portfolio, ranked #79.

Kimelman & Baird first reported a position in NI in Q2 2024 and has held it in 8 quarters since. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Kimelman & Baird held 13,950 shares of NiSource worth $651K as of Q1 2026.
Kimelman & Baird left its NiSource share count unchanged in Q1 2026.
NiSource made up 0.05% of Kimelman & Baird's portfolio in Q1 2026, its #79 holding.
Kimelman & Baird first reported a position in NiSource in Q2 2024 and has held it in 8 quarters since.
877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.