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Park Square Financial Group’s NiSource NI Stock Holding History

Park Square Financial Group’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
-205
Closed -$8.27K – 709
2025
Q2 		$8.27K Hold
205
– – 0.01% 635
2025
Q1 		$8.22K Hold
205
– – 0.01% 660
2024
Q4 		$7.54K Buy
+205
New +$7.36K 0.01% 643

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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
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 $303B AUM 30.15% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Park Square Financial Group's NI Position: Q3 2025 in Review

Park Square Financial Group sold out of NiSource (NI) in Q3 2025, closing a stake of 205 shares — an estimated $8.27K sold.

Park Square Financial Group first reported a position in NI in Q4 2024 and held it in 3 quarters. The position peaked at $8.27K in Q2 2025. 784 funds tracked by Wall St. Rank hold NI as of Q3 2025.

  • Park Square Financial Group reported no remaining NiSource position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 205 NiSource shares in Q3 2025, an estimated $8.27K.
  • Park Square Financial Group first reported a position in NiSource in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's NiSource position peaked at $8.27K in Q2 2025.
  • 784 funds tracked by Wall St. Rank held NiSource as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.