R Squared’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$542K Sell
11,396
-3,491
-23% -$165K 0.28% 90
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

R Squared's NI Position: Q2 2026 in Review

R Squared reduced its NiSource (NI) stake by 23% in Q2 2026, selling an estimated $165K and leaving 11,396 shares worth $542K. The position accounts for 0.28% of the portfolio, ranked #90.

R Squared first reported a position in NI in Q4 2025 and has held it in 3 quarters since. The position peaked at $695K in Q1 2026. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • R Squared held 11,396 shares of NiSource worth $542K as of Q2 2026.
  • R Squared sold 3,491 NiSource shares in Q2 2026, an estimated $165K.
  • NiSource made up 0.28% of R Squared's portfolio in Q2 2026, its #90 holding.
  • R Squared first reported a position in NiSource in Q4 2025 and has held it in 3 quarters since.
  • R Squared's NiSource position peaked at $695K in Q1 2026.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.