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Lindbrook Capital’s NiSource NI Stock Holding History

Lindbrook Capital’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
Q1 		$193K Buy
4,810
+2,442
+103% +$94.1K 0.02% 427
2024
Q4 		$87K Buy
2,368
+28
+1% +$1K 0.01% 599
2024
Q3 		$81.1K Buy
2,340
+137
+6% +$4.37K 0.01% 628
2024
Q2 		$63.5K Buy
2,203
+281
+15% +$7.93K 0.01% 704
2024
Q1 		$53.2K Buy
1,922
+369
+24% +$9.7K 0.01% 765
2023
Q4 		$41.2K Buy
1,553
+491
+46% +$12.6K ﹤0.01% 828
2023
Q3 		$26.2K Sell
1,062
-1,030
-49% -$27.8K ﹤0.01% 934
2023
Q2 		$57.2K Buy
2,092
+1,051
+101% +$29.2K 0.01% 665
2023
Q1 		$29.1K Sell
1,041
-23
-2% -$629 ﹤0.01% 901
2022
Q4 		$29.2K Buy
1,064
+74
+7% +$1.95K ﹤0.01% 893
2022
Q3 		$25K Sell
990
-17
-2% -$501 ﹤0.01% 897
2022
Q2 		$30K Sell
1,007
-91
-8% -$2.76K 0.01% 830
2022
Q1 		$35K Buy
1,098
+122
+13% +$3.54K 0.01% 801
2021
Q4 		$27K Hold
976
– – ﹤0.01% 919
2021
Q3 		$24K Sell
976
-66
-6% -$1.65K 0.01% 684
2021
Q2 		$26K Hold
1,042
– – 0.01% 689
2021
Q1 		$25K Hold
1,042
– – 0.01% 672
2020
Q4 		$24K Hold
1,042
– – 0.01% 620
2020
Q3 		$23K Buy
1,042
+108
+12% +$2.51K 0.01% 567
2020
Q2 		$21K Sell
934
-53
-5% -$1.28K 0.01% 597
2020
Q1 		$25K Sell
987
-517
-34% -$14.3K 0.01% 480
2019
Q4 		$42K Sell
1,504
-97
-6% -$2.66K 0.01% 497
2019
Q3 		$48K Buy
1,601
+97
+6% +$2.85K 0.02% 435
2019
Q2 		$43K Hold
1,504
– – 0.02% 464
2019
Q1 		$43K Hold
1,504
– – 0.02% 460
2018
Q4 		$38K Buy
+1,504
New +$38.8K 0.02% 427

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 $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 $167B AUM 44.17% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Lindbrook Capital's NI Position: Q1 2025 in Review

Lindbrook Capital increased its NiSource (NI) stake by 103% in Q1 2025, buying an estimated $94.1K and bringing the position to 4,810 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #427.

Lindbrook Capital first reported a position in NI in Q4 2018 and has held it in 26 quarters since. 796 funds tracked by Wall St. Rank hold NI as of Q1 2025.

  • Lindbrook Capital held 4,810 shares of NiSource worth $193K as of Q1 2025.
  • Lindbrook Capital bought 2,442 NiSource shares in Q1 2025, an estimated $94.1K.
  • NiSource made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #427 holding.
  • Lindbrook Capital first reported a position in NiSource in Q4 2018 and has held it in 26 quarters since.
  • 796 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.