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NewSquare Capital’s NiSource NI Stock Holding History

NewSquare Capital’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
-367
Closed -$14.8K – 855
2025
Q2 		$14.8K Buy
367
+35
+11% +$1.37K ﹤0.01% 558
2025
Q1 		$13.3K Buy
332
+285
+606% +$11K ﹤0.01% 471
2024
Q4 		$1.73K Buy
+47
New +$1.69K ﹤0.01% 572

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Jennison Associates
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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

NewSquare Capital's NI Position: Q3 2025 in Review

NewSquare Capital sold out of NiSource (NI) in Q3 2025, closing a stake of 367 shares — an estimated $14.8K sold.

NewSquare Capital first reported a position in NI in Q4 2024 and held it in 3 quarters. The position peaked at $14.8K in Q2 2025. 784 funds tracked by Wall St. Rank hold NI as of Q3 2025.

  • NewSquare Capital reported no remaining NiSource position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 367 NiSource shares in Q3 2025, an estimated $14.8K.
  • NewSquare Capital first reported a position in NiSource in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's NiSource position peaked at $14.8K in Q2 2025.
  • 784 funds tracked by Wall St. Rank held NiSource as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.