Marshall Wace’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-26,200
| Closed | -$1.09M | – | 3534 |
|
|
2025
Q4 | $1.09M | Buy |
+26,200
| New | +$1.12M | ﹤0.01% | 1881 |
|
|
2025
Q2 | – | Sell |
-38,477
| Closed | -$1.54M | – | 3010 |
|
|
2025
Q1 | $1.54M | Buy |
+38,477
| New | +$1.48M | ﹤0.01% | 1585 |
|
|
2024
Q4 | – | Sell |
-96,251
| Closed | -$3.34M | – | 2866 |
|
|
2024
Q3 | $3.34M | Buy |
+96,251
| New | +$3.07M | ﹤0.01% | 1157 |
|
|
2022
Q4 | – | Sell |
-14,100
| Closed | -$355K | – | 3252 |
|
|
2022
Q3 | $355K | Buy |
+14,100
| New | +$415K | ﹤0.01% | 2880 |
|
|
2021
Q4 | – | Sell |
-130,546
| Closed | -$3.16M | – | 4159 |
|
|
2021
Q3 | $3.16M | Sell |
130,546
-345,045
| -73% | -$8.6M | 0.01% | 1225 |
|
|
2021
Q2 | $11.7M | Buy |
475,591
+159,261
| +50% | +$4.05M | 0.05% | 419 |
|
|
2021
Q1 | $7.63M | Buy |
+316,330
| New | +$7.13M | 0.04% | 592 |
|
|
2020
Q2 | – | Sell |
-984
| Closed | -$25K | – | 1824 |
|
|
2020
Q1 | $25K | Sell |
984
-122,613
| -99% | -$3.39M | ﹤0.01% | 1504 |
|
|
2019
Q4 | $3.44M | Buy |
123,597
+100,066
| +425% | +$2.74M | 0.02% | 653 |
|
|
2019
Q3 | $704K | Buy |
+23,531
| New | +$690K | 0.01% | 1019 |
|
|
2019
Q2 | – | Sell |
-87,627
| Closed | -$2.51M | – | 1676 |
|
|
2019
Q1 | $2.51M | Buy |
+87,627
| New | +$2.36M | 0.02% | 670 |
|
|
2017
Q1 | – | Sell |
-120,926
| Closed | -$2.68M | – | 600 |
|
|
2016
Q4 | $2.68M | Buy |
120,926
+56,426
| +87% | +$1.26M | 0.02% | 588 |
|
|
2016
Q3 | $1.55M | Sell |
64,500
-131,928
| -67% | -$3.3M | 0.01% | 652 |
|
|
2016
Q2 | $5.21M | Buy |
196,428
+121,408
| +162% | +$2.91M | 0.04% | 377 |
|
|
2016
Q1 | $1.77M | Buy |
+75,020
| New | +$1.61M | 0.02% | 586 |
|
|
2015
Q4 | – | Sell |
-19,235
| Closed | -$357K | – | 1072 |
|
|
2015
Q3 | $357K | Sell |
19,235
-55,669
| -74% | -$952K | ﹤0.01% | 782 |
|
|
2015
Q2 | $1.34M | Buy |
+74,904
| New | +$1.33M | 0.02% | 547 |
|
|
2014
Q4 | – | Sell |
-325,757
| Closed | -$5.25M | – | 908 |
|
|
2014
Q3 | $5.25M | Buy |
325,757
+273,559
| +524% | +$4.18M | 0.08% | 280 |
|
|
2014
Q2 | $807K | Buy |
52,198
+4,184
| +9% | +$60.5K | 0.01% | 538 |
|
|
2014
Q1 | $670K | Buy |
+48,014
| New | +$649K | 0.01% | 540 |
|
Other funds holding NI
VCM
VPM
Marshall Wace's NI Position: Q1 2026 in Review
Marshall Wace sold out of NiSource (NI) in Q1 2026, closing a stake of 26,200 shares — an estimated $1.09M sold.
Marshall Wace first reported a position in NI in Q1 2014 and held it in 20 quarters. The position peaked at $11.7M in Q2 2021. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.
- Marshall Wace reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
- Marshall Wace sold 26,200 NiSource shares in Q1 2026, an estimated $1.09M.
- Marshall Wace first reported a position in NiSource in Q1 2014 and held it in 20 quarters.
- Marshall Wace's NiSource position peaked at $11.7M in Q2 2021.
- 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.
Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.