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MBB Public Markets’s NiSource NI Stock Holding History

MBB Public Markets’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
-6,554
Closed -$264K – 345
2025
Q2 		$264K Sell
6,554
-1,470
-18% -$57.6K 0.03% 263
2025
Q1 		$322K Buy
+8,024
New +$309K 0.04% 208
2024
Q4 		– Sell
-10,440
Closed -$362K – 404
2024
Q3 		$362K Sell
10,440
-18,060
-63% -$576K 0.02% 152
2024
Q2 		$821K Buy
+28,500
New +$804K 0.02% 568

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

MBB Public Markets's NI Position: Q3 2025 in Review

MBB Public Markets sold out of NiSource (NI) in Q3 2025, closing a stake of 6,554 shares — an estimated $264K sold.

MBB Public Markets first reported a position in NI in Q2 2024 and held it in 4 quarters. The position peaked at $821K in Q2 2024. 785 funds tracked by Wall St. Rank hold NI as of Q3 2025.

  • MBB Public Markets reported no remaining NiSource position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 6,554 NiSource shares in Q3 2025, an estimated $264K.
  • MBB Public Markets first reported a position in NiSource in Q2 2024 and held it in 4 quarters.
  • MBB Public Markets's NiSource position peaked at $821K in Q2 2024.
  • 785 funds tracked by Wall St. Rank held NiSource as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.