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Legacy Investment Solutions’s NiSource NI Stock Holding History

Legacy Investment Solutions’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
Q2 		$52.2K Buy
+1,293
New +$50.7K 0.03% 156
2024
Q4 		$49K Hold
1,293
– – 0.03% 123
2024
Q3 		$46.9K Buy
+1,293
New +$41.3K 0.03% 123

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State Street
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Investment Solutions's NI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in NiSource (NI) in Q2 2025: 1,293 shares worth $52.2K. The stake represents 0.03% of the portfolio and ranks #156 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in NI as recently as Q4 2024.

Legacy Investment Solutions first reported a position in NI in Q3 2024 and has held it in 3 quarters since. 773 funds tracked by Wall St. Rank hold NI as of Q2 2025.

  • Legacy Investment Solutions held 1,293 shares of NiSource worth $52.2K as of Q2 2025.
  • NiSource was a new Legacy Investment Solutions position in Q2 2025.
  • NiSource made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #156 holding.
  • Legacy Investment Solutions first reported a position in NiSource in Q3 2024 and has held it in 3 quarters since.
  • 773 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.