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New York Life Investment Management’s NiSource NI Stock Holding History

New York Life Investment 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
2026
Q1 		$3.1M Buy
66,500
+1,041
+2% +$46.9K 0.03% 439
2025
Q4 		$2.73M Buy
65,459
+1,473
+2% +$62.9K 0.02% 457
2025
Q3 		$2.77M Sell
63,986
-176
-0.3% -$7.29K 0.02% 471
2025
Q2 		$2.59M Buy
64,162
+541
+0.9% +$21.2K 0.02% 481
2025
Q1 		$2.55M Sell
63,621
-338
-0.5% -$13K 0.03% 485
2024
Q4 		$2.35M Sell
63,959
-70
-0.1% -$2.51K 0.02% 516
2024
Q3 		$2.22M Buy
64,029
+3,707
+6% +$118K 0.02% 553
2024
Q2 		$1.74M Buy
60,322
+540
+0.9% +$15.2K 0.02% 586
2024
Q1 		$1.65M Sell
59,782
-1,265
-2% -$33.3K 0.02% 584
2023
Q4 		$1.62M Sell
61,047
-1,072
-2% -$27.6K 0.02% 577
2023
Q3 		$1.53M Buy
62,119
+1,562
+3% +$42.2K 0.02% 560
2023
Q2 		$1.66M Buy
60,557
+1,704
+3% +$47.3K 0.02% 549
2023
Q1 		$1.65M Sell
58,853
-1,193
-2% -$32.6K 0.02% 548
2022
Q4 		$1.65M Buy
60,046
+2,206
+4% +$58K 0.02% 553
2022
Q3 		$1.46M Buy
57,840
+176
+0.3% +$5.18K 0.02% 568
2022
Q2 		$1.7M Buy
+57,664
New +$1.75M 0.02% 541

Other funds holding NI

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

New York Life Investment Management's NI Position: Q1 2026 in Review

New York Life Investment Management increased its NiSource (NI) stake by 1.6% in Q1 2026, buying an estimated $46.9K and bringing the position to 66,500 shares worth $3.1M. The position accounts for 0.03% of the portfolio, ranked #439.

New York Life Investment Management first reported a position in NI in Q2 2022 and has held it in 16 quarters since. 879 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • New York Life Investment Management held 66,500 shares of NiSource worth $3.1M as of Q1 2026.
  • New York Life Investment Management bought 1,041 NiSource shares in Q1 2026, an estimated $46.9K.
  • NiSource made up 0.03% of New York Life Investment Management's portfolio in Q1 2026, its #439 holding.
  • New York Life Investment Management first reported a position in NiSource in Q2 2022 and has held it in 16 quarters since.
  • 879 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.