LJCM
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Lee Johnson Capital Management’s NiSource NI Stock Holding History

Lee Johnson Capital 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 		– Sell
-49,203
Closed -$2.05M – 102
2025
Q4 		$2.05M Sell
49,203
-1,259
-2% -$53.8K 0.7% 36
2025
Q3 		$2.19M Buy
+50,462
New +$2.09M 0.73% 38

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VCM
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State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lee Johnson Capital Management's NI Position: Q1 2026 in Review

Lee Johnson Capital Management sold out of NiSource (NI) in Q1 2026, closing a stake of 49,203 shares — an estimated $2.05M sold.

Lee Johnson Capital Management first reported a position in NI in Q3 2025 and held it in 2 quarters. The position peaked at $2.19M in Q3 2025. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Lee Johnson Capital Management reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
  • Lee Johnson Capital Management sold 49,203 NiSource shares in Q1 2026, an estimated $2.05M.
  • Lee Johnson Capital Management first reported a position in NiSource in Q3 2025 and held it in 2 quarters.
  • Lee Johnson Capital Management's NiSource position peaked at $2.19M in Q3 2025.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.