Loomis, Sayles & Company
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Loomis, Sayles & Company’s NiSource NI Stock Holding History

Loomis, Sayles & Company’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
2024
Q4 		– Sell
-1,716
Closed -$59K – 770
2024
Q3 		$59K Buy
1,716
+32
+2% +$1.02K ﹤0.01% 612
2024
Q2 		$49K Buy
1,684
+35
+2% +$987 ﹤0.01% 634
2024
Q1 		$46K Sell
1,649
-354
-18% -$9.31K ﹤0.01% 628
2023
Q4 		$53K Sell
2,003
-606
-23% -$15.6K ﹤0.01% 599
2023
Q3 		$64K Buy
2,609
+720
+38% +$19.5K ﹤0.01% 576
2023
Q2 		$52K Sell
1,889
-256
-12% -$7.11K ﹤0.01% 606
2023
Q1 		$60K Buy
2,145
+344
+19% +$9.41K ﹤0.01% 599
2022
Q4 		$49K Buy
1,801
+1,685
+1,453% +$44.3K ﹤0.01% 614
2022
Q3 		$3K Sell
116
-605
-84% -$17.8K ﹤0.01% 736
2022
Q2 		$21K Sell
721
-89
-11% -$2.69K ﹤0.01% 593
2022
Q1 		$26K Sell
810
-265
-25% -$7.69K ﹤0.01% 616
2021
Q4 		$30K Sell
1,075
-942
-47% -$24K ﹤0.01% 645
2021
Q3 		$49K Buy
2,017
+811
+67% +$20.2K ﹤0.01% 592
2021
Q2 		$30K Buy
1,206
+57
+5% +$1.45K ﹤0.01% 626
2021
Q1 		$28K Sell
1,149
-209
-15% -$4.71K ﹤0.01% 618
2020
Q4 		$31K Sell
1,358
-112
-8% -$2.62K ﹤0.01% 588
2020
Q3 		$32K Sell
1,470
-2,207
-60% -$51.2K ﹤0.01% 575
2020
Q2 		$84K Buy
3,677
+451
+14% +$10.9K ﹤0.01% 532
2020
Q1 		$81K Buy
3,226
+362
+13% +$10K ﹤0.01% 540
2019
Q4 		$80K Buy
2,864
+741
+35% +$20.3K ﹤0.01% 613
2019
Q3 		$64K Buy
+2,123
New +$62.3K ﹤0.01% 592
2016
Q2 		– Sell
-248
Closed -$6K – 1084
2016
Q1 		$6K Buy
+248
New +$5.32K ﹤0.01% 921
2015
Q4 		– Sell
-5,273
Closed -$98K – 1094
2015
Q3 		$98K Buy
+5,273
New +$90.2K ﹤0.01% 749

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Loomis, Sayles & Company's NI Position: Q4 2024 in Review

Loomis, Sayles & Company sold out of NiSource (NI) in Q4 2024, closing a stake of 1,716 shares — an estimated $59K sold.

Loomis, Sayles & Company first reported a position in NI in Q3 2015 and held it in 23 quarters. The position peaked at $98K in Q3 2015. 736 funds tracked by Wall St. Rank hold NI as of Q4 2024.

  • Loomis, Sayles & Company reported no remaining NiSource position as of Q4 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 1,716 NiSource shares in Q4 2024, an estimated $59K.
  • Loomis, Sayles & Company first reported a position in NiSource in Q3 2015 and held it in 23 quarters.
  • Loomis, Sayles & Company's NiSource position peaked at $98K in Q3 2015.
  • 736 funds tracked by Wall St. Rank held NiSource as of Q4 2024.

Based on Loomis, Sayles & Company's 13F filing for Q4 2024, filed 12 Feb 2025.