Rise Advisors’s NiSource NI Stock Holding History

Rise Advisors’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 Q4	–	Sell	-1,363	Closed	-$59K	–	976
2025 Q3	$59K	Buy	1,363 +9	+0.7%	+$373	0.02%	226
2025 Q2	$54.6K	Buy	1,354 +23	+2%	+$902	0.02%	223
2025 Q1	$53.4K	Buy	1,331 +25	+2%	+$963	0.02%	215
2024 Q4	$48K	Buy	1,306 +9	+0.7%	+$323	0.02%	237
2024 Q3	$44.9K	Buy	1,297 +11	+0.9%	+$351	0.02%	259
2024 Q2	$37.1K	Buy	1,286 +11	+0.9%	+$310	0.02%	302
2024 Q1	$35.3K	Buy	1,275 +13	+1%	+$342	0.02%	316
2023 Q4	$33.5K	Buy	1,262 +12	+1%	+$308	0.02%	206
2023 Q3	$30.8K	Buy	1,250 +12	+1%	+$324	0.02%	186
2023 Q2	$33.9K	Buy	1,238 +11	+0.9%	+$305	0.03%	185
2023 Q1	$34.3K	Buy	1,227 +12	+1%	+$328	0.03%	191
2022 Q4	$33.3K	Buy	1,215 +10	+0.8%	+$263	0.03%	186
2022 Q3	$30K	Buy	1,205 +9	+0.8%	+$265	0.02%	201
2022 Q2	$35K	Buy	1,196 +9	+0.8%	+$273	0.04%	173
2022 Q1	$38K	Buy	1,187 +10	+0.8%	+$290	0.03%	175
2021 Q4	$32.5K	Buy	+1,177	New	+$29.9K	0.03%	194

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Rise Advisors's NI Position: Q4 2025 in Review

Rise Advisors sold out of NiSource (NI) in Q4 2025, closing a stake of 1,363 shares — an estimated $59K sold.

Rise Advisors first reported a position in NI in Q4 2021 and held it in 16 quarters. The position peaked at $59K in Q3 2025. 835 funds tracked by Wall St. Rank hold NI as of Q4 2025.

Rise Advisors reported no remaining NiSource position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 1,363 NiSource shares in Q4 2025, an estimated $59K.
Rise Advisors first reported a position in NiSource in Q4 2021 and held it in 16 quarters.
Rise Advisors's NiSource position peaked at $59K in Q3 2025.
835 funds tracked by Wall St. Rank held NiSource as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.