Orion Portfolio Solutions’s NiSource NI Stock Holding History

Orion Portfolio Solutions’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	$1.21M	Buy	30,268 +50	+0.2%	+$1.93K	0.01%	977
2024 Q4	$1.11M	Buy	30,218 +3,172	+12%	+$114K	0.01%	995
2024 Q3	$937K	Buy	27,046 +432	+2%	+$13.8K	0.01%	1072
2024 Q2	$767K	Sell	26,614 -18,552	-41%	-$523K	0.01%	1100
2024 Q1	$1.25M	Buy	45,166 +708	+2%	+$18.6K	0.01%	882
2023 Q4	$1.21M	Buy	44,458 +17,814	+67%	+$458K	0.01%	866
2023 Q3	$658K	Buy	26,644 +10,878	+69%	+$294K	0.01%	1092
2023 Q2	$431K	Sell	15,766 -760	-5%	-$21.1K	﹤0.01%	1266
2023 Q1	$462K	Buy	+16,526	New	+$452K	0.01%	1166
2020 Q3	–	Sell	-2,508	Closed	-$57K	–	1477
2020 Q2	$57K	Buy	2,508 +503	+25%	+$12.1K	﹤0.01%	672
2020 Q1	$50K	Buy	2,005 +130	+7%	+$3.59K	﹤0.01%	596
2019 Q4	$52K	Buy	+1,875	New	+$51.4K	﹤0.01%	546

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Orion Portfolio Solutions's NI Position: Q1 2025 in Review

Orion Portfolio Solutions increased its NiSource (NI) stake by 0.17% in Q1 2025, buying an estimated $1.93K and bringing the position to 30,268 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #977.

Orion Portfolio Solutions first reported a position in NI in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.25M in Q1 2024. 796 funds tracked by Wall St. Rank hold NI as of Q1 2025.

Orion Portfolio Solutions held 30,268 shares of NiSource worth $1.21M as of Q1 2025.
Orion Portfolio Solutions bought 50 NiSource shares in Q1 2025, an estimated $1.93K.
NiSource made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #977 holding.
Orion Portfolio Solutions first reported a position in NiSource in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's NiSource position peaked at $1.25M in Q1 2024.
796 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.