R Squared’s NiSource NI Stock Holding History

R Squared’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	$695K	Buy	14,887 +4,223	+40%	+$190K	0.38%	56
2025 Q4	$445K	Buy	+10,664	New	+$456K	0.21%	138

Other funds holding NI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

R Squared's NI Position: Q1 2026 in Review

R Squared increased its NiSource (NI) stake by 40% in Q1 2026, buying an estimated $190K and bringing the position to 14,887 shares worth $695K. The position accounts for 0.38% of the portfolio, ranked #56.

R Squared first reported a position in NI in Q4 2025 and has held it in 2 quarters since. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

R Squared held 14,887 shares of NiSource worth $695K as of Q1 2026.
R Squared bought 4,223 NiSource shares in Q1 2026, an estimated $190K.
NiSource made up 0.38% of R Squared's portfolio in Q1 2026, its #56 holding.
R Squared first reported a position in NiSource in Q4 2025 and has held it in 2 quarters since.
877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.