NICM
NI icon

Neo Ivy Capital Management’s NiSource NI Stock Holding History

Neo Ivy Capital Management’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 		– Sell
-3,636
Closed -$133K – 382
2024
Q4 		$133K Buy
+3,636
New +$131K 0.03% 228
2021
Q4 		– Sell
-19,191
Closed -$436K – 571
2021
Q3 		$436K Buy
19,191
+8,992
+88% +$224K 0.5% 67
2021
Q2 		$250K Buy
10,199
+4,976
+95% +$127K 0.25% 150
2021
Q1 		$126K Buy
+5,223
New +$118K 0.14% 213
2020
Q3 		– Sell
-19,191
Closed -$436K – 564
2020
Q2 		$436K Buy
19,191
+17,096
+816% +$412K 0.5% 67
2020
Q1 		$52K Buy
+2,095
New +$57.9K 0.08% 301
2019
Q4 		– Sell
-21,625
Closed -$639K – 357
2019
Q3 		$639K Buy
21,625
+20,536
+1,886% +$602K 0.42% 125
2019
Q2 		$31K Buy
+1,089
New +$30.7K 0.02% 240

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return