PCM
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Penserra Capital Management’s NiSource NI Stock Holding History

Penserra 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
2026
Q2 		$1K Buy
39
+9
+30% +$426 ﹤0.01% 1088
2026
Q1 		$1K Hold
30
– – ﹤0.01% 1058
2025
Q4 		$1K Buy
30
+18
+150% +$769 ﹤0.01% 1035
2025
Q3 		$0 Buy
+12
New +$497 ﹤0.01% 1075
2025
Q2 		– Sell
-23,511
Closed -$942K – 1101
2025
Q1 		$942K Buy
23,511
+22,330
+1,891% +$860K 0.02% 455
2024
Q4 		$43K Buy
+1,181
New +$42.4K ﹤0.01% 947
2024
Q1 		– Sell
-1,879
Closed -$49K – 1365
2023
Q4 		$49K Sell
1,879
-401
-18% -$10.3K ﹤0.01% 1001
2023
Q3 		$56K Sell
2,280
-375
-14% -$10.1K ﹤0.01% 980
2023
Q2 		$72K Buy
+2,655
New +$73.7K ﹤0.01% 999
2023
Q1 		– Sell
-123,907
Closed -$3.4M – 1193
2022
Q4 		$3.4M Buy
+123,907
New +$3.26M 0.07% 219
2022
Q2 		– Sell
-808
Closed -$25K – 1465
2022
Q1 		$25K Sell
808
-386
-32% -$11.2K ﹤0.01% 1200
2021
Q4 		$32K Sell
1,194
-168
-12% -$4.27K ﹤0.01% 1135
2021
Q3 		$33K Buy
1,362
+42
+3% +$1.05K ﹤0.01% 1164
2021
Q2 		$32K Buy
+1,320
New +$33.6K ﹤0.01% 1086
2019
Q4 		– Sell
-40,596
Closed -$1.21M – 958
2019
Q3 		$1.21M Buy
40,596
+40,154
+9,085% +$1.18M 0.1% 221
2019
Q2 		$12K Sell
442
-39,101
-99% -$1.1M ﹤0.01% 777
2019
Q1 		$1.1M Buy
39,543
+37,293
+1,657% +$1.01M 0.09% 204
2018
Q4 		$57K Sell
2,250
-59,897
-96% -$1.55M 0.01% 432
2018
Q3 		$1.55M Buy
+62,147
New +$1.64M 0.1% 187

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Penserra Capital Management's NI Position: Q2 2026 in Review

Penserra Capital Management increased its NiSource (NI) stake by 30% in Q2 2026, buying an estimated $426 and bringing the position to 39 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Penserra Capital Management first reported a position in NI in Q3 2018 and has held it in 19 quarters since. The position peaked at $3.4M in Q4 2022. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Penserra Capital Management held 39 shares of NiSource worth $1K as of Q2 2026.
  • Penserra Capital Management bought 9 NiSource shares in Q2 2026, an estimated $426.
  • NiSource made up ﹤0.01% of Penserra Capital Management's portfolio in Q2 2026, its #1088 holding.
  • Penserra Capital Management first reported a position in NiSource in Q3 2018 and has held it in 19 quarters since.
  • Penserra Capital Management's NiSource position peaked at $3.4M in Q4 2022.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.