PS
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Principal Securities’s NiSource NI Stock Holding History

Principal Securities’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 		$215K Buy
+4,610
New +$208K ﹤0.01% 1356
2025
Q4 		– Sell
-4,592
Closed -$199K – 2742
2025
Q3 		$199K Sell
4,592
-549
-11% -$22.7K ﹤0.01% 1283
2025
Q2 		$207K Buy
5,141
+759
+17% +$29.8K ﹤0.01% 1223
2025
Q1 		$161K Hold
4,382
– – ﹤0.01% 1223
2024
Q4 		$161K Buy
4,382
+1,531
+54% +$55K ﹤0.01% 1221
2024
Q3 		$98.8K Buy
2,851
+517
+22% +$16.5K ﹤0.01% 1400
2024
Q2 		$67.2K Buy
2,334
+109
+5% +$3.08K ﹤0.01% 1478
2024
Q1 		$61.5K Buy
2,225
+355
+19% +$9.33K ﹤0.01% 1479
2023
Q4 		$49.6K Buy
+1,870
New +$48.1K ﹤0.01% 1491

Other funds holding NI

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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 $303B AUM 30.15% 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 $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return