LI
NI icon

Leeward Investments’s NiSource NI Stock Holding History

Leeward Investments’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
2025
Q3 		– Sell
-260,274
Closed -$10.5M – 145
2025
Q2 		$10.5M Sell
260,274
-5,749
-2% -$225K 0.56% 73
2025
Q1 		$10.7M Sell
266,023
-53,287
-17% -$2.05M 0.57% 78
2024
Q4 		$11.7M Sell
319,310
-75,756
-19% -$2.72M 0.58% 73
2024
Q3 		$13.7M Sell
395,066
-102,377
-21% -$3.27M 0.64% 61
2024
Q2 		$14.3M Sell
497,443
-22,530
-4% -$636K 0.66% 62
2024
Q1 		$14.4M Buy
519,973
+20,000
+4% +$526K 0.64% 65
2023
Q4 		$13.3M Sell
499,973
-13,506
-3% -$347K 0.62% 75
2023
Q3 		$12.7M Sell
513,479
-5,619
-1% -$152K 0.65% 72
2023
Q2 		$14.2M Sell
519,098
-36,656
-7% -$1.02M 0.67% 64
2023
Q1 		$15.5M Sell
555,754
-9,588
-2% -$262K 0.71% 56
2022
Q4 		$15.5M Sell
565,342
-6,861
-1% -$180K 0.69% 62
2022
Q3 		$14.4M Sell
572,203
-4,751
-0.8% -$140K 0.69% 62
2022
Q2 		$17M Sell
576,954
-4,920
-0.8% -$149K 0.78% 48
2022
Q1 		$18.5M Buy
+581,874
New +$16.9M 0.73% 52

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Leeward Investments's NI Position: Q3 2025 in Review

Leeward Investments sold out of NiSource (NI) in Q3 2025, closing a stake of 260,274 shares — an estimated $10.5M sold.

Leeward Investments first reported a position in NI in Q1 2022 and held it in 14 quarters. The position peaked at $18.5M in Q1 2022. 785 funds tracked by Wall St. Rank hold NI as of Q3 2025.

  • Leeward Investments reported no remaining NiSource position as of Q3 2025 after selling out during the quarter.
  • Leeward Investments sold 260,274 NiSource shares in Q3 2025, an estimated $10.5M.
  • Leeward Investments first reported a position in NiSource in Q1 2022 and held it in 14 quarters.
  • Leeward Investments's NiSource position peaked at $18.5M in Q1 2022.
  • 785 funds tracked by Wall St. Rank held NiSource as of Q3 2025.

Based on Leeward Investments's 13F filing for Q3 2025, filed 7 Nov 2025.